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
51
$82.4M 0.21%
105,712
-5,557
52
$74.3M 0.19%
544,835
+39,319
53
$72.8M 0.19%
878,644
-241,422
54
$71.3M 0.18%
711,864
-72,213
55
$70.6M 0.18%
3,040,474
+426,721
56
$68.8M 0.18%
193,822
+9,740
57
$61.3M 0.16%
61,908
+2,673
58
$57.2M 0.15%
101,850
+4,624
59
$54.4M 0.14%
556,694
+41,313
60
$52.2M 0.13%
651,222
-53,810
61
$47.8M 0.12%
474,431
+202,620
62
$47.7M 0.12%
1,344,361
+16,651
63
$47M 0.12%
436,231
-35,856
64
$46M 0.12%
1,225,670
-57,558
65
$43.8M 0.11%
286,462
+34,394
66
$43M 0.11%
908,003
+58,134
67
$42.7M 0.11%
195,453
+12,237
68
$42.7M 0.11%
97,415
+6,325
69
$42.3M 0.11%
1,146,590
+82,267
70
$41.1M 0.11%
671,585
-36,423
71
$39.9M 0.1%
108,811
-905
72
$39.5M 0.1%
116,441
-10,169
73
$39.1M 0.1%
151,836
-2,554
74
$38.9M 0.1%
1,344,583
+34,925
75
$38.3M 0.1%
210,530
+15,226
1 2
3
4 5