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
776
– –
-3,380
777
– –
-822
778
– –
-3,526
779
– –
-6,045
780
– –
-31,078
781
– –
-2,974
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