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
$18.7B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$245M
3
+$176M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$115M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$115M

Top Sells

1
+$28.9M
2
+$19.3M
3
+$11.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.97M

Sector Composition

1 Technology 2.53%
2 Financials 1.74%
3 Consumer Discretionary 1.38%
4 Healthcare 1.13%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.63M 0.05%
34,682
+3,805
77
$8.58M 0.05%
13,910
+399
78
$8.34M 0.04%
530,447
+24,796
79
$8.25M 0.04%
159,597
+27,834
80
$8.15M 0.04%
154,723
+19,624
81
$8.13M 0.04%
147,073
-896
82
$7.99M 0.04%
298,602
+19,113
83
$7.92M 0.04%
158,299
-3,258
84
$7.85M 0.04%
24,000
+2,215
85
$7.77M 0.04%
10,308
+229
86
$7.73M 0.04%
110,201
+9,759
87
$7.56M 0.04%
330,776
+71,187
88
$7.52M 0.04%
96,802
+7,112
89
$7.51M 0.04%
68,754
+3,775
90
$7.49M 0.04%
104,343
+4,513
91
$7.49M 0.04%
251,366
-1,601
92
$7.47M 0.04%
206,138
-16,129
93
$7.16M 0.04%
120,100
-2,991
94
$6.96M 0.04%
318,681
+11,579
95
$6.94M 0.04%
106,066
+7,212
96
$6.72M 0.04%
122,229
+8,186
97
$6.71M 0.04%
246,761
+10,475
98
$6.69M 0.04%
26,252
+6,008
99
$6.67M 0.04%
151,101
+6,413
100
$6.55M 0.04%
73,861
+13,270
2 3
4
5 6