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
101
$6.53M 0.04%
364,648
+27,088
102
$6.53M 0.03%
140,750
+30,090
103
$6.5M 0.03%
57,093
+8,448
104
$6.48M 0.03%
112,777
+14,899
105
$6.44M 0.03%
30,417
-1,218
106
$6.41M 0.03%
50,360
+4,925
107
$5.93M 0.03%
115,099
+45,821
108
$5.79M 0.03%
113,145
+21,453
109
$5.67M 0.03%
145,054
+35,620
110
$5.52M 0.03%
39,023
+4,744
111
$5.45M 0.03%
19,175
+2,309
112
$5.17M 0.03%
38,673
+6,143
113
$5.15M 0.03%
156,493
+2,840
114
$5M 0.03%
250,290
+16,915
115
$4.96M 0.03%
54,458
+6,045
116
$4.92M 0.03%
28,957
+5,125
117
$4.9M 0.03%
13,105
+1,427
118
$4.88M 0.03%
66,377
+2,564
119
$4.82M 0.03%
53,419
+3,122
120
$4.82M 0.03%
62,369
+17,215
121
$4.78M 0.03%
99,084
+3,183
122
$4.76M 0.03%
118,981
+6,036
123
$4.71M 0.03%
196,952
+7,804
124
$4.65M 0.02%
59,199
+5,778
125
$4.63M 0.02%
36,316
+2,193
3 4
5
6 7