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
126
$6.7M 0.03%
78,988
+20,707
127
$6.39M 0.03%
48,115
+4,777
128
$6.23M 0.03%
105,295
-34,393
129
$6.21M 0.03%
146,386
+12,426
130
$6.17M 0.03%
29,018
-4,814
131
$6.14M 0.03%
116,476
-2,496
132
$6.07M 0.03%
41,366
+14,540
133
$6.03M 0.03%
97,738
+20,510
134
$6.02M 0.03%
17,969
+3,763
135
$5.99M 0.03%
88,368
+31,970
136
$5.86M 0.03%
94,851
+8,080
137
$5.83M 0.03%
333,791
-24,725
138
$5.79M 0.03%
81,984
+8,091
139
$5.78M 0.03%
21,773
+4,402
140
$5.77M 0.03%
102,635
+45,410
141
$5.75M 0.03%
19,595
+4,499
142
$5.71M 0.03%
125,540
+14,047
143
$5.69M 0.03%
31,257
-293
144
$5.68M 0.03%
78,024
+35,455
145
$5.55M 0.03%
56,838
+8,014
146
$5.46M 0.03%
167,978
+10,008
147
$5.46M 0.03%
115,942
-2,137
148
$5.45M 0.03%
57,838
+681
149
$5.41M 0.03%
12,728
+2,301
150
$5.38M 0.02%
92,517
+6,841
4 5
6
7 8