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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.4M 0.08%
51,189
+3,330
52
$15.9M 0.07%
144,135
+55,677
53
$15.4M 0.07%
80,025
+2,921
54
$15.1M 0.07%
55,627
+12,345
55
$14.4M 0.07%
59,779
+6,395
56
$14.2M 0.07%
180,540
+23,813
57
$14.1M 0.07%
119,584
+16,421
58
$13.9M 0.06%
60,292
+5,678
59
$13.9M 0.06%
236,704
+37,648
60
$13.8M 0.06%
246,738
+20,302
61
$13.7M 0.06%
252,982
+35,269
62
$13.4M 0.06%
378,082
+38,447
63
$13.2M 0.06%
87,690
+8,385
64
$13.2M 0.06%
283,251
-1,026
65
$12.8M 0.06%
297,087
+53,719
66
$12.7M 0.06%
117,477
+15,313
67
$12.3M 0.06%
97,959
+17,429
68
$12.2M 0.06%
53,146
-40
69
$12M 0.06%
123,825
+20,124
70
$12M 0.06%
171,451
+18,164
71
$11.9M 0.06%
403,921
+35,058
72
$11.6M 0.05%
506,792
+82,430
73
$11.5M 0.05%
29,886
+24,157
74
$11.2M 0.05%
55,428
+6,609
75
$11.2M 0.05%
110,443
+17,383
1 2
3
4 5