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
126
$2.29M 0.02%
51,860
-95,490
127
$2.25M 0.02%
247,887
+147,730
128
$2.23M 0.02%
36,159
+18,947
129
$2.22M 0.02%
36,982
+20,883
130
$2.21M 0.02%
143,857
+95,114
131
$2.17M 0.02%
47,424
+8,152
132
$2.17M 0.02%
44,853
+8,557
133
$2.15M 0.02%
14,902
-539
134
$2.13M 0.02%
6,658
+3,194
135
$2.13M 0.02%
24,742
-13,819
136
$2.13M 0.02%
21,443
+12,831
137
$2.1M 0.02%
143,707
+92,294
138
$2.09M 0.02%
79,721
-16,123
139
$2.09M 0.02%
14,461
+441
140
$2.07M 0.02%
3,310
+411
141
$2.07M 0.02%
51,581
-11,989
142
$2.05M 0.02%
60,882
+15,174
143
$2.04M 0.02%
415,567
+279,126
144
$2.02M 0.02%
58,631
-33,086
145
$2.01M 0.02%
11,582
+2,838
146
$1.97M 0.02%
8,286
+1,133
147
$1.97M 0.02%
22,774
+922
148
$1.96M 0.02%
57,756
-12,501
149
$1.96M 0.02%
42,832
+6,047
150
$1.92M 0.02%
137,536
+24,354
4 5
6
7 8