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
176
$4.56M 0.02%
210,688
-10,495
177
$4.54M 0.02%
106,568
+6,875
178
$4.5M 0.02%
30,139
+6,003
179
$4.49M 0.02%
207,725
+2,111
180
$4.48M 0.02%
60,686
+47,431
181
$4.44M 0.02%
77,097
+11,641
182
$4.32M 0.02%
91,765
+8,290
183
$4.29M 0.02%
10,002
+2,044
184
$4.26M 0.02%
21,292
+3,435
185
$4.24M 0.02%
14,625
+6,122
186
$4.17M 0.02%
64,704
+13,184
187
$4.13M 0.02%
12,465
+2,913
188
$4.1M 0.02%
13,811
+2,303
189
$4.08M 0.02%
68,227
+3,469
190
$4.08M 0.02%
11,815
+942
191
$4.07M 0.02%
46,186
+8,789
192
$4.03M 0.02%
92,692
+40,632
193
$4.01M 0.02%
49,364
+4,912
194
$4M 0.02%
99,020
+9,775
195
$3.99M 0.02%
44,832
+5,673
196
$3.97M 0.02%
49,495
+31,668
197
$3.96M 0.02%
66,335
+15,671
198
$3.93M 0.02%
11,207
+3,452
199
$3.92M 0.02%
29,608
+4,467
200
$3.92M 0.02%
80,217
+15,201
6 7
8
9 10