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
176
$3.07M 0.02%
16,312
+408
177
$3.07M 0.02%
35,868
+1,961
178
$3.07M 0.02%
6,483
-1,221
179
$3.06M 0.02%
15,862
-4,453
180
$3.04M 0.02%
44,002
+2,677
181
$3.04M 0.02%
16,715
+2,629
182
$3.01M 0.02%
95,111
-783
183
$2.96M 0.02%
82,103
+15,188
184
$2.95M 0.02%
47,417
+5,368
185
$2.91M 0.02%
19,212
+2,143
186
$2.9M 0.02%
136,623
-13,448
187
$2.9M 0.02%
16,836
+726
188
$2.89M 0.02%
34,171
+2,686
189
$2.87M 0.02%
53,770
+2,916
190
$2.87M 0.02%
12,935
+1,963
191
$2.86M 0.02%
40,917
+5,673
192
$2.86M 0.02%
171,712
+41,623
193
$2.85M 0.02%
47,595
+6,179
194
$2.85M 0.02%
12,023
+831
195
$2.83M 0.02%
46,406
-584
196
$2.81M 0.02%
19,987
+5,462
197
$2.77M 0.01%
22,772
+4,178
198
$2.77M 0.01%
21,909
+4,229
199
$2.76M 0.01%
8,653
+2,151
200
$2.75M 0.01%
153,700
+3,863
6 7
8
9 10