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
776
$561K ﹤0.01%
26,574
+3,245
777
$554K ﹤0.01%
23,679
-5,880
778
$541K ﹤0.01%
47,268
-1,488
779
$541K ﹤0.01%
5,589
-3,399
780
$539K ﹤0.01%
22,281
+631
781
$539K ﹤0.01%
2,267
-3,666
782
$533K ﹤0.01%
2,737
-300
783
$532K ﹤0.01%
8,954
-2,040
784
$530K ﹤0.01%
2,431
+365
785
$525K ﹤0.01%
15,261
+138
786
$521K ﹤0.01%
18,887
-12,131
787
$521K ﹤0.01%
15,219
+163
788
$520K ﹤0.01%
10,939
+2,266
789
$520K ﹤0.01%
17,165
+5,307
790
$519K ﹤0.01%
11,198
-2,311
791
$515K ﹤0.01%
963
-25
792
$514K ﹤0.01%
11,205
-1,383
793
$511K ﹤0.01%
15,545
+8,144
794
$508K ﹤0.01%
5,151
+926
795
$502K ﹤0.01%
7,366
+171
796
$498K ﹤0.01%
15,481
+350
797
$491K ﹤0.01%
8,555
-1,116
798
$491K ﹤0.01%
24,644
-3,794
799
$491K ﹤0.01%
5,172
-74
800
$491K ﹤0.01%
+11,597
30 31
32
33 34