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
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$288M
3
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
+$219M
2
+$204M
3
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$890K ﹤0.01%
2,714
+299
702
$890K ﹤0.01%
21,000
-20,404
703
$885K ﹤0.01%
37,312
+4,791
704
$882K ﹤0.01%
25,713
+15
705
$874K ﹤0.01%
19,912
-658
706
$873K ﹤0.01%
11,956
+959
707
$871K ﹤0.01%
6,883
-3,109
708
$869K ﹤0.01%
4,588
+2,325
709
$861K ﹤0.01%
16,983
+331
710
$860K ﹤0.01%
21,494
+2,596
711
$860K ﹤0.01%
26,504
-11,432
712
$858K ﹤0.01%
8,065
+4,355
713
$855K ﹤0.01%
34,926
-7,656
714
$852K ﹤0.01%
23,027
+2,231
715
$848K ﹤0.01%
8,478
-333
716
$846K ﹤0.01%
4,031
-480
717
$845K ﹤0.01%
2,332
-223
718
$845K ﹤0.01%
31,119
+6,251
719
$840K ﹤0.01%
7,741
-406
720
$833K ﹤0.01%
8,734
+2,363
721
$832K ﹤0.01%
47,017
-3,306
722
$818K ﹤0.01%
10,223
+941
723
$814K ﹤0.01%
20,151
+2,049
724
$806K ﹤0.01%
51,390
-1,524
725
$803K ﹤0.01%
33,870
-3,144
27 28
29
30 31