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
126
$4.63M 0.02%
79,015
+10,412
127
$4.52M 0.02%
72,732
-2,552
128
$4.51M 0.02%
75,810
+9,520
129
$4.44M 0.02%
80,869
+9,863
130
$4.38M 0.02%
55,601
+7,917
131
$4.35M 0.02%
26,996
+5,650
132
$4.35M 0.02%
116,071
+9,335
133
$4.3M 0.02%
161,918
+13,306
134
$4.25M 0.02%
152,882
+16,840
135
$4.18M 0.02%
391,138
+9,084
136
$4.16M 0.02%
221,660
+18,318
137
$4.05M 0.02%
56,622
+17,563
138
$4.05M 0.02%
195,964
+7,534
139
$4.04M 0.02%
66,987
-3,888
140
$4.03M 0.02%
159,667
+2,737
141
$4.02M 0.02%
62,935
+4,903
142
$4.02M 0.02%
62,245
+8,027
143
$4M 0.02%
326,771
+16,519
144
$4M 0.02%
65,262
+6,827
145
$3.99M 0.02%
86,310
+11,662
146
$3.88M 0.02%
66,520
+3,799
147
$3.87M 0.02%
10,462
-530
148
$3.85M 0.02%
63,386
+9,326
149
$3.8M 0.02%
176,963
+5,434
150
$3.79M 0.02%
65,875
+2,318
4 5
6
7 8