Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$563M
2
+$321M
3
+$81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$79.6M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$39.1M

Top Sells

1
+$412M
2
+$267M
3
+$158M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$102M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$69.5M

Sector Composition

1 Technology 2.22%
2 Financials 1.36%
3 Healthcare 1.13%
4 Consumer Discretionary 1.02%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.57M 0.04%
67,551
+382
77
$4.5M 0.04%
106,796
-32,963
78
$4.4M 0.04%
54,371
-10,582
79
$4.29M 0.04%
88,694
-6,640
80
$4.17M 0.04%
14,720
+3,259
81
$4.15M 0.04%
44,596
+583
82
$4.14M 0.04%
79,352
+49,105
83
$3.81M 0.03%
21,537
+4,345
84
$3.67M 0.03%
34,588
+6,931
85
$3.62M 0.03%
16,617
-587
86
$3.62M 0.03%
116,810
-32,737
87
$3.54M 0.03%
49,095
-9,200
88
$3.53M 0.03%
36,552
-28,565
89
$3.44M 0.03%
47,546
-9,884
90
$3.44M 0.03%
57,900
+12,498
91
$3.38M 0.03%
71,914
+3,702
92
$3.33M 0.03%
86,151
+25,316
93
$3.3M 0.03%
7,493
+579
94
$3.2M 0.03%
37,359
+5,387
95
$3.13M 0.03%
9,907
+1,265
96
$3.06M 0.03%
50,695
+597
97
$3.04M 0.03%
34,492
+9,274
98
$3.02M 0.03%
121,897
+39,208
99
$2.93M 0.03%
44,596
-11,634
100
$2.89M 0.03%
63,784
-3,497
2 3
4
5 6