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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$306M
2
+$249M
3
+$186M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$159M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$86.7M

Top Sells

1
+$141M
2
+$92.4M
3
+$77.4M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$77.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$43.5M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$207K ﹤0.01%
+1,643
752
$207K ﹤0.01%
+2,437
753
$206K ﹤0.01%
+908
754
$204K ﹤0.01%
+3,536
755
$203K ﹤0.01%
+2,611
756
$200K ﹤0.01%
+3,285
757
$200K ﹤0.01%
+1,109
758
$195K ﹤0.01%
+14,396
759
$175K ﹤0.01%
+13,419
760
$171K ﹤0.01%
10,499
-998
761
$83K ﹤0.01%
+13,027
762
$79K ﹤0.01%
+1,244
763
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– –
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– –
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– –
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769
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– –
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– –
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– –
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774
– –
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775
– –
-9,040
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