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
101
$8.48M 0.04%
+22,288
102
$8.45M 0.04%
89,278
+17,664
103
$8.44M 0.04%
82,035
+16,007
104
$8.38M 0.04%
178,329
+15,574
105
$8.2M 0.04%
77,967
+14,169
106
$8.2M 0.04%
127,722
+7,160
107
$8.13M 0.04%
22,726
+9,218
108
$8.11M 0.04%
41,379
-4,749
109
$7.87M 0.04%
124,908
-30,290
110
$7.77M 0.04%
32,381
+5,617
111
$7.76M 0.04%
96,427
-7,869
112
$7.76M 0.04%
290,963
-6,991
113
$7.71M 0.04%
260,235
+12,022
114
$7.69M 0.04%
59,744
+16,191
115
$7.65M 0.04%
123,429
+40,314
116
$7.51M 0.03%
140,982
+12,701
117
$7.14M 0.03%
37,181
+15
118
$7.08M 0.03%
122,067
+68,031
119
$7.07M 0.03%
+257,088
120
$7M 0.03%
323,574
+47,849
121
$6.98M 0.03%
99,932
+25,447
122
$6.87M 0.03%
31,257
+1,410
123
$6.82M 0.03%
110,258
-5,234
124
$6.77M 0.03%
78,798
+6,527
125
$6.75M 0.03%
34,783
+5,490
3 4
5
6 7