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
+$372M
2
+$304M
3
+$165M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$109M

Top Sells

1
+$229M
2
+$218M
3
+$138M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$98.2M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.7M

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
726
$800K ﹤0.01%
19,203
-746
727
$794K ﹤0.01%
91,337
-22,031
728
$791K ﹤0.01%
18,189
+273
729
$791K ﹤0.01%
11,121
-2,369
730
$784K ﹤0.01%
18,417
+3,160
731
$781K ﹤0.01%
7,771
+3,939
732
$781K ﹤0.01%
10,524
+2,361
733
$769K ﹤0.01%
12,873
+4,658
734
$765K ﹤0.01%
11,155
-2,480
735
$763K ﹤0.01%
4,174
+414
736
$759K ﹤0.01%
6,083
+149
737
$750K ﹤0.01%
30,761
+576
738
$736K ﹤0.01%
7,689
+2,176
739
$735K ﹤0.01%
65,076
+13,973
740
$733K ﹤0.01%
8,331
+3,704
741
$729K ﹤0.01%
11,167
+2,356
742
$725K ﹤0.01%
7,876
-6,039
743
$720K ﹤0.01%
25,121
-9,808
744
$715K ﹤0.01%
10,425
-264
745
$713K ﹤0.01%
5,423
+916
746
$702K ﹤0.01%
3,945
+1,491
747
$701K ﹤0.01%
4,309
-2,334
748
$701K ﹤0.01%
2,709
+340
749
$699K ﹤0.01%
18,227
+614
750
$699K ﹤0.01%
21,296
-2,226
28 29
30
31 32