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
151
$3.74M 0.02%
60,351
+1,590
152
$3.73M 0.02%
115,308
+14,524
153
$3.72M 0.02%
72,908
-1,617
154
$3.72M 0.02%
13,266
+2,221
155
$3.71M 0.02%
9,675
+1,077
156
$3.65M 0.02%
68,178
+6,133
157
$3.63M 0.02%
23,038
+4,354
158
$3.6M 0.02%
38,750
+1,751
159
$3.53M 0.02%
14,751
+896
160
$3.5M 0.02%
97,675
+33,472
161
$3.41M 0.02%
19,417
+1,619
162
$3.37M 0.02%
35,286
+1,284
163
$3.34M 0.02%
6,677
+837
164
$3.26M 0.02%
23,826
+8,752
165
$3.26M 0.02%
33,752
+766
166
$3.25M 0.02%
31,238
+1,852
167
$3.25M 0.02%
43,157
+3,060
168
$3.24M 0.02%
30,683
+910
169
$3.17M 0.02%
13,940
-122
170
$3.15M 0.02%
8,921
+516
171
$3.14M 0.02%
76,254
-1,236
172
$3.12M 0.02%
15,415
+992
173
$3.1M 0.02%
12,508
+2,120
174
$3.1M 0.02%
35,460
+6,262
175
$3.08M 0.02%
9,313
+1,407
5 6
7
8 9