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
$18.7B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$245M
3
+$176M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$115M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$115M

Top Sells

1
+$28.9M
2
+$19.3M
3
+$11.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.97M

Sector Composition

1 Technology 2.53%
2 Financials 1.74%
3 Consumer Discretionary 1.38%
4 Healthcare 1.13%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.06%
86,249
+6,444
52
$11.4M 0.06%
196,220
+4,187
53
$11.2M 0.06%
49,970
+4,230
54
$11M 0.06%
150,984
+14,164
55
$11M 0.06%
145,271
-4,562
56
$10.5M 0.06%
47,485
+2,312
57
$10.2M 0.05%
51,356
+2,414
58
$10.2M 0.05%
139,268
-1,144
59
$10.2M 0.05%
72,244
+4,679
60
$10.2M 0.05%
182,225
+29,738
61
$10M 0.05%
156,960
+51,066
62
$10M 0.05%
92,556
+3,997
63
$9.96M 0.05%
374,348
+707
64
$9.93M 0.05%
50,107
+3,793
65
$9.84M 0.05%
45,334
+1,418
66
$9.81M 0.05%
21,505
+2,893
67
$9.59M 0.05%
51,339
+4,896
68
$9.53M 0.05%
90,949
+14,513
69
$9.41M 0.05%
49,503
+1,729
70
$9.24M 0.05%
78,242
+1,701
71
$9.2M 0.05%
69,207
-1,714
72
$9M 0.05%
40,434
+4,746
73
$8.84M 0.05%
38,114
+2,306
74
$8.68M 0.05%
137,489
+8,813
75
$8.65M 0.05%
421,212
-31,136
1 2
3
4 5