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
801
$489K ﹤0.01%
9,498
-15,937
802
$489K ﹤0.01%
3,929
-373
803
$489K ﹤0.01%
15,981
-3,100
804
$488K ﹤0.01%
8,149
+80
805
$485K ﹤0.01%
1,426
-436
806
$485K ﹤0.01%
6,932
+651
807
$480K ﹤0.01%
1,998
-122
808
$479K ﹤0.01%
4,648
+429
809
$478K ﹤0.01%
4,653
+929
810
$464K ﹤0.01%
2,946
-1,364
811
$454K ﹤0.01%
15,056
-1,818
812
$453K ﹤0.01%
2,646
+317
813
$452K ﹤0.01%
18,234
+1,709
814
$452K ﹤0.01%
7,605
-133
815
$451K ﹤0.01%
2,617
+456
816
$445K ﹤0.01%
21,946
+4,738
817
$445K ﹤0.01%
4,877
+1,074
818
$445K ﹤0.01%
+6,934
819
$443K ﹤0.01%
4,916
+406
820
$441K ﹤0.01%
6,941
-1,443
821
$436K ﹤0.01%
9,058
-5,215
822
$434K ﹤0.01%
10,941
+2,251
823
$421K ﹤0.01%
6,088
+610
824
$419K ﹤0.01%
39,646
-226
825
$417K ﹤0.01%
27,125
-3,239
31 32
33
34 35