Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$563M
2
+$321M
3
+$81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$79.6M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$39.1M

Top Sells

1
+$412M
2
+$267M
3
+$158M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$102M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$69.5M

Sector Composition

1 Technology 2.22%
2 Financials 1.36%
3 Healthcare 1.13%
4 Consumer Discretionary 1.02%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.51M 0.07%
139,723
-54,019
52
$7.35M 0.07%
76,782
+11,937
53
$6.76M 0.06%
88,762
+18,730
54
$6.6M 0.06%
47,571
+12,036
55
$6.59M 0.06%
39,842
+126
56
$6.58M 0.06%
83,440
-11,880
57
$6.58M 0.06%
275,025
+22,787
58
$6.36M 0.06%
114,173
+15,851
59
$6.31M 0.06%
31,133
+8,474
60
$6.3M 0.06%
63,019
+1,383
61
$6.25M 0.06%
164,605
+62,962
62
$6.18M 0.06%
157,234
-14,007
63
$5.9M 0.05%
36,151
+8,799
64
$5.8M 0.05%
64,324
+29,320
65
$5.76M 0.05%
167,614
-34,080
66
$5.48M 0.05%
12,555
+2,007
67
$5.42M 0.05%
44,203
+6,515
68
$5.37M 0.05%
99,254
+4,546
69
$4.98M 0.05%
68,268
-5,818
70
$4.9M 0.04%
36,622
+2,943
71
$4.85M 0.04%
14,299
+2,839
72
$4.74M 0.04%
33,624
+1,036
73
$4.74M 0.04%
57,289
-5,455
74
$4.68M 0.04%
96,057
+73,063
75
$4.59M 0.04%
61,353
+44,973
1 2
3
4 5