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
751
$694K ﹤0.01%
3,014
+488
752
$685K ﹤0.01%
10,941
-925
753
$675K ﹤0.01%
13,817
-2,359
754
$674K ﹤0.01%
1,085
+178
755
$653K ﹤0.01%
8,189
-1,988
756
$644K ﹤0.01%
2,300
-301
757
$640K ﹤0.01%
+13,198
758
$637K ﹤0.01%
19,312
+7,819
759
$628K ﹤0.01%
26,612
-8,271
760
$620K ﹤0.01%
10,378
+890
761
$619K ﹤0.01%
28,970
+4,753
762
$616K ﹤0.01%
11,771
-338
763
$615K ﹤0.01%
2,088
+21
764
$613K ﹤0.01%
6,681
+2,372
765
$609K ﹤0.01%
4,203
+104
766
$608K ﹤0.01%
4,456
-2,098
767
$603K ﹤0.01%
9,956
-370
768
$593K ﹤0.01%
10,993
+1,419
769
$592K ﹤0.01%
2,707
-864
770
$589K ﹤0.01%
3,352
-281
771
$584K ﹤0.01%
6,646
+1,012
772
$583K ﹤0.01%
7,811
-12,011
773
$570K ﹤0.01%
13,456
+5,497
774
$566K ﹤0.01%
10,848
-1,439
775
$563K ﹤0.01%
13,846
+4,482
29 30
31
32 33