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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.05%
15,313
+1,078
77
$11.1M 0.05%
141,814
+114,144
78
$11.1M 0.05%
29,329
+3,567
79
$10.9M 0.05%
51,305
+4,002
80
$10.7M 0.05%
231,116
+62,062
81
$10.6M 0.05%
141,542
+28,358
82
$10.6M 0.05%
121,820
+8,980
83
$10.6M 0.05%
519,424
+151,482
84
$10.4M 0.05%
174,856
+24,535
85
$10.3M 0.05%
248,954
+211,087
86
$10.2M 0.05%
79,221
-6,049
87
$10.2M 0.05%
69,947
+767
88
$10.1M 0.05%
192,716
+18,883
89
$9.92M 0.05%
11,833
+1,132
90
$9.89M 0.05%
15,900
+4,579
91
$9.8M 0.05%
122,463
+103,858
92
$9.78M 0.05%
632,346
+75,567
93
$9.69M 0.04%
177,985
+11,008
94
$9.54M 0.04%
73,376
+6,155
95
$9.4M 0.04%
58,006
+2,980
96
$9.27M 0.04%
191,060
+51,760
97
$8.97M 0.04%
53,528
+9,569
98
$8.92M 0.04%
94,137
+4,021
99
$8.71M 0.04%
16,136
+3,579
100
$8.57M 0.04%
77,695
+9,052
2 3
4
5 6