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
851
$338K ﹤0.01%
10,329
+1,885
852
$332K ﹤0.01%
2,019
+52
853
$328K ﹤0.01%
+22,898
854
$327K ﹤0.01%
7,630
+367
855
$319K ﹤0.01%
14,055
+616
856
$319K ﹤0.01%
21,412
+8,867
857
$318K ﹤0.01%
18,683
-1,835
858
$316K ﹤0.01%
1,600
+127
859
$310K ﹤0.01%
+3,685
860
$310K ﹤0.01%
3,983
+297
861
$308K ﹤0.01%
+2,047
862
$305K ﹤0.01%
8,851
+915
863
$301K ﹤0.01%
+5,238
864
$300K ﹤0.01%
+6,677
865
$299K ﹤0.01%
1,237
+58
866
$297K ﹤0.01%
5,466
+968
867
$295K ﹤0.01%
15,683
-13,650
868
$295K ﹤0.01%
26,291
+2,518
869
$292K ﹤0.01%
+6,003
870
$291K ﹤0.01%
2,583
+69
871
$290K ﹤0.01%
+2,479
872
$290K ﹤0.01%
3,978
+107
873
$289K ﹤0.01%
2,942
-2,338
874
$287K ﹤0.01%
+725
875
$286K ﹤0.01%
9,452
-2,296
33 34
35
36 37