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
876
$286K ﹤0.01%
+1,042
877
$286K ﹤0.01%
8,531
-4,556
878
$280K ﹤0.01%
5,308
+251
879
$279K ﹤0.01%
8,154
+722
880
$279K ﹤0.01%
1,531
+1
881
$278K ﹤0.01%
+10,706
882
$278K ﹤0.01%
9,357
-1,758
883
$277K ﹤0.01%
8,811
-360
884
$277K ﹤0.01%
581
+10
885
$275K ﹤0.01%
737
-12
886
$274K ﹤0.01%
4,083
+261
887
$271K ﹤0.01%
5,228
+508
888
$269K ﹤0.01%
4,344
-567
889
$267K ﹤0.01%
+12,333
890
$266K ﹤0.01%
10,048
+1,289
891
$266K ﹤0.01%
5,005
-241
892
$265K ﹤0.01%
+5,311
893
$263K ﹤0.01%
+3,474
894
$263K ﹤0.01%
5,851
+27
895
$263K ﹤0.01%
+3,272
896
$259K ﹤0.01%
6,430
-5,501
897
$258K ﹤0.01%
+13,684
898
$257K ﹤0.01%
11,034
-487
899
$256K ﹤0.01%
+7,948
900
$255K ﹤0.01%
+3,504
34 35
36
37 38