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
201
$1.35M 0.01%
8,118
-923
202
$1.35M 0.01%
34,123
-65,196
203
$1.35M 0.01%
24,589
+3,475
204
$1.34M 0.01%
38,167
+19,236
205
$1.34M 0.01%
9,348
+2,297
206
$1.34M 0.01%
19,080
+7,761
207
$1.33M 0.01%
9,025
+4,864
208
$1.32M 0.01%
7,001
+3,471
209
$1.32M 0.01%
21,042
-7,575
210
$1.32M 0.01%
20,995
+4,385
211
$1.32M 0.01%
12,842
+3,421
212
$1.32M 0.01%
43,179
-24,685
213
$1.32M 0.01%
60,325
+33,122
214
$1.31M 0.01%
7,409
-2,109
215
$1.31M 0.01%
32,190
+3,292
216
$1.31M 0.01%
140,286
+67,073
217
$1.31M 0.01%
188,969
+139,275
218
$1.3M 0.01%
8,602
-1,264
219
$1.29M 0.01%
6,520
-2,159
220
$1.29M 0.01%
12,502
+2,285
221
$1.28M 0.01%
8,367
+1,020
222
$1.28M 0.01%
115,638
+64,373
223
$1.27M 0.01%
8,614
+2,462
224
$1.26M 0.01%
23,486
+15,578
225
$1.25M 0.01%
6,241
-3,178
7 8
9
10 11