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
901
$253K ﹤0.01%
+2,171
902
$253K ﹤0.01%
3,113
+209
903
$251K ﹤0.01%
+3,837
904
$251K ﹤0.01%
3,707
-6,477
905
$249K ﹤0.01%
+10,505
906
$249K ﹤0.01%
23,615
-31,997
907
$247K ﹤0.01%
+3,821
908
$247K ﹤0.01%
4,405
-104
909
$246K ﹤0.01%
+2,582
910
$245K ﹤0.01%
853
-6
911
$243K ﹤0.01%
3,313
+365
912
$243K ﹤0.01%
+1,132
913
$242K ﹤0.01%
18,745
+2,080
914
$242K ﹤0.01%
+12,600
915
$241K ﹤0.01%
+5,596
916
$239K ﹤0.01%
3,115
+190
917
$236K ﹤0.01%
+2,809
918
$236K ﹤0.01%
1,754
+126
919
$235K ﹤0.01%
2,179
-117
920
$235K ﹤0.01%
75,692
+300
921
$235K ﹤0.01%
2,134
-44
922
$234K ﹤0.01%
409
+52
923
$233K ﹤0.01%
6,146
-742
924
$230K ﹤0.01%
+4,989
925
$230K ﹤0.01%
+3,167
35 36
37
38 39