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
76
$38.1M 0.1%
129,255
+7,226
77
$37.8M 0.1%
266,489
+2,693
78
$37.5M 0.1%
746,544
+28,428
79
$37.5M 0.1%
123,080
+14,154
80
$34.7M 0.09%
217,747
-8,827
81
$33.9M 0.09%
47,901
+3,570
82
$33.7M 0.09%
396,907
-25,728
83
$33.5M 0.09%
42,502
-724
84
$33.3M 0.09%
415,503
+34,017
85
$31M 0.08%
150,690
+18,895
86
$29.8M 0.08%
160,555
-268
87
$28.6M 0.07%
306,330
+25,709
88
$27.9M 0.07%
394,485
+31,213
89
$27.6M 0.07%
248,854
+34,942
90
$27.5M 0.07%
355,667
-63,280
91
$27.4M 0.07%
216,752
+17,308
92
$27.3M 0.07%
100,049
-6,172
93
$27.2M 0.07%
818,660
-13,590
94
$25.9M 0.07%
81,058
+13,910
95
$25.6M 0.07%
369,599
-726
96
$25.1M 0.06%
64,699
+1,197
97
$25.1M 0.06%
46,167
+1,481
98
$24.6M 0.06%
181,000
+19,231
99
$24.6M 0.06%
52,410
+556
100
$24.3M 0.06%
87,077
+12,177
2 3
4
5 6