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
926
$228K ﹤0.01%
+20,968
927
$226K ﹤0.01%
20,001
+1,466
928
$223K ﹤0.01%
9,540
+11
929
$221K ﹤0.01%
+2,430
930
$216K ﹤0.01%
+3,440
931
$215K ﹤0.01%
26,760
+4,679
932
$215K ﹤0.01%
+3,428
933
$210K ﹤0.01%
3,355
+272
934
$210K ﹤0.01%
+5,094
935
$208K ﹤0.01%
+2,559
936
$208K ﹤0.01%
+6,574
937
$205K ﹤0.01%
+13,969
938
$203K ﹤0.01%
+2,009
939
$195K ﹤0.01%
18,524
+2,516
940
$191K ﹤0.01%
49,595
-1,137
941
$189K ﹤0.01%
99,979
+52,498
942
$171K ﹤0.01%
3,727
+550
943
$147K ﹤0.01%
21,844
+2,495
944
$132K ﹤0.01%
88,461
-18,651
945
$124K ﹤0.01%
38,988
+22,099
946
$123K ﹤0.01%
+12,256
947
$122K ﹤0.01%
14,909
-5,123
948
$121K ﹤0.01%
+28,570
949
$119K ﹤0.01%
17,157
-1,306
950
$111K ﹤0.01%
89,818
+242
36 37
38
39 40