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
151
$5.38M 0.02%
380,008
+24,768
152
$5.34M 0.02%
70,638
+3,188
153
$5.31M 0.02%
73,209
+31,718
154
$5.3M 0.02%
96,523
+5,323
155
$5.28M 0.02%
232,409
-18,491
156
$5.25M 0.02%
92,300
+8,790
157
$5.21M 0.02%
34,409
+8,802
158
$5.17M 0.02%
13,882
+6,476
159
$5.11M 0.02%
373,727
-42,071
160
$5.09M 0.02%
26,011
+1,939
161
$5.04M 0.02%
33,775
+5,703
162
$4.98M 0.02%
55,083
+14,356
163
$4.97M 0.02%
28,685
+7,943
164
$4.9M 0.02%
6,199
+2,131
165
$4.8M 0.02%
20,022
+6,996
166
$4.75M 0.02%
50,582
+18,485
167
$4.74M 0.02%
128,777
+8,197
168
$4.73M 0.02%
227,846
-10,702
169
$4.67M 0.02%
79,634
+3,901
170
$4.66M 0.02%
186,473
+12,515
171
$4.61M 0.02%
39,615
+31,838
172
$4.6M 0.02%
11,453
+3,206
173
$4.59M 0.02%
37,393
+5,656
174
$4.59M 0.02%
215,416
+1,979
175
$4.57M 0.02%
23,321
+4,737
5 6
7
8 9