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
201
$2.75M 0.01%
54,602
+6,966
202
$2.73M 0.01%
84,954
+12,150
203
$2.73M 0.01%
60,129
+27,989
204
$2.73M 0.01%
51,495
+21,618
205
$2.73M 0.01%
96,000
+1,600
206
$2.72M 0.01%
21,090
+2,154
207
$2.69M 0.01%
19,384
+3,067
208
$2.69M 0.01%
83,755
+7,940
209
$2.68M 0.01%
4,561
-296
210
$2.67M 0.01%
164,721
-2,790
211
$2.59M 0.01%
19,158
+10,204
212
$2.59M 0.01%
50,574
+2,339
213
$2.57M 0.01%
9,201
+2,872
214
$2.54M 0.01%
38,170
+1,088
215
$2.52M 0.01%
49,741
+3,154
216
$2.49M 0.01%
181,673
+3,141
217
$2.49M 0.01%
25,738
+701
218
$2.47M 0.01%
7,500
+1,680
219
$2.47M 0.01%
32,471
+1,106
220
$2.43M 0.01%
12,064
+837
221
$2.42M 0.01%
18,290
+1,701
222
$2.42M 0.01%
32,374
+1,216
223
$2.42M 0.01%
25,452
+1,896
224
$2.41M 0.01%
87,324
+6,014
225
$2.39M 0.01%
26,834
-518
7 8
9
10 11