Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$194M
3
+$95.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$82.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$68.6M

Top Sells

1
+$214M
2
+$32.2M
3
+$18.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.67M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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