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
176
$1.6M 0.01%
67,540
-52,440
177
$1.58M 0.01%
60,232
+37,481
178
$1.58M 0.01%
28,008
-328
179
$1.57M 0.01%
10,498
-14,918
180
$1.55M 0.01%
16,362
-1,575
181
$1.54M 0.01%
52,654
+16,727
182
$1.54M 0.01%
33,408
-7,611
183
$1.53M 0.01%
11,690
-6,907
184
$1.51M 0.01%
139,859
+108,287
185
$1.5M 0.01%
89,340
+60,098
186
$1.49M 0.01%
+5,202
187
$1.49M 0.01%
48,352
-48,843
188
$1.49M 0.01%
32,777
+17,431
189
$1.47M 0.01%
15,990
-9,499
190
$1.47M 0.01%
12,041
-367
191
$1.46M 0.01%
76,949
+61,526
192
$1.45M 0.01%
13,103
-1,242
193
$1.42M 0.01%
8,605
-2,473
194
$1.42M 0.01%
22,091
-5,397
195
$1.41M 0.01%
205,366
+131,350
196
$1.4M 0.01%
40,885
+4,364
197
$1.39M 0.01%
4,821
+1,530
198
$1.38M 0.01%
105,500
+6,100
199
$1.38M 0.01%
4,560
+369
200
$1.36M 0.01%
126,149
+94,182
6 7
8
9 10