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
101
$2.84M 0.03%
210,757
+75,304
102
$2.84M 0.03%
36,305
+3,539
103
$2.77M 0.03%
47,141
+2,311
104
$2.74M 0.02%
34,251
-4,614
105
$2.68M 0.02%
54,067
+35,672
106
$2.67M 0.02%
34,294
+6,682
107
$2.66M 0.02%
50,419
-11,235
108
$2.66M 0.02%
18,420
+278
109
$2.62M 0.02%
97,727
+57,292
110
$2.61M 0.02%
22,143
+6,683
111
$2.58M 0.02%
233,640
+71,558
112
$2.49M 0.02%
33,737
+8,621
113
$2.49M 0.02%
49,720
-10,622
114
$2.48M 0.02%
55,272
+20,047
115
$2.48M 0.02%
16,041
-824
116
$2.46M 0.02%
157,039
+91,705
117
$2.45M 0.02%
30,337
+7,541
118
$2.43M 0.02%
18,343
+2,640
119
$2.43M 0.02%
53,340
+1,054
120
$2.42M 0.02%
25,284
-4,401
121
$2.39M 0.02%
40,247
-3,734
122
$2.37M 0.02%
9,666
+42
123
$2.36M 0.02%
20,329
-9,819
124
$2.36M 0.02%
17,244
+179
125
$2.35M 0.02%
25,102
+5,142
3 4
5
6 7