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
826
$406K ﹤0.01%
31,737
+483
827
$400K ﹤0.01%
4,164
+1,391
828
$398K ﹤0.01%
2,764
+146
829
$388K ﹤0.01%
4,340
-78
830
$387K ﹤0.01%
3,823
+1,254
831
$386K ﹤0.01%
7,766
+1,764
832
$384K ﹤0.01%
+4,673
833
$382K ﹤0.01%
6,015
+421
834
$374K ﹤0.01%
14,757
+3,794
835
$374K ﹤0.01%
+15,002
836
$368K ﹤0.01%
6,608
-486
837
$360K ﹤0.01%
+5,778
838
$357K ﹤0.01%
2,185
+354
839
$356K ﹤0.01%
8,782
-1,756
840
$355K ﹤0.01%
3,222
+819
841
$354K ﹤0.01%
4,661
+794
842
$353K ﹤0.01%
3,273
-61
843
$352K ﹤0.01%
19,611
+9,296
844
$352K ﹤0.01%
+4,780
845
$351K ﹤0.01%
1,205
-13,372
846
$348K ﹤0.01%
8,713
-1,069
847
$347K ﹤0.01%
11,345
+1,332
848
$342K ﹤0.01%
7,546
-142
849
$341K ﹤0.01%
+4,588
850
$338K ﹤0.01%
1,742
+101
32 33
34
35 36