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
151
$1.91M 0.02%
16,736
+3,757
152
$1.9M 0.02%
39,777
+7,418
153
$1.88M 0.02%
266,541
+134,986
154
$1.87M 0.02%
309,058
+250,937
155
$1.86M 0.02%
28,080
-5,507
156
$1.86M 0.02%
33,843
+22,567
157
$1.85M 0.02%
77,643
-12,460
158
$1.85M 0.02%
159,400
+121,663
159
$1.76M 0.02%
73,510
+10,150
160
$1.74M 0.02%
14,589
+103
161
$1.73M 0.02%
72,833
+44,274
162
$1.7M 0.02%
120,129
+70,261
163
$1.68M 0.02%
7,307
-940
164
$1.67M 0.02%
7,894
+2,766
165
$1.67M 0.02%
13,023
-6,256
166
$1.66M 0.02%
70,445
+52,658
167
$1.66M 0.02%
17,978
+337
168
$1.66M 0.02%
31,190
+7,769
169
$1.66M 0.02%
9,578
-2,579
170
$1.65M 0.02%
46,056
+22,200
171
$1.65M 0.02%
21,195
+5,274
172
$1.62M 0.01%
22,295
-5,310
173
$1.62M 0.01%
335,707
+102,348
174
$1.61M 0.01%
104,079
+64,332
175
$1.6M 0.01%
106,776
+75,396
5 6
7
8 9