Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$227M
2
+$194M
3
+$95.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$82.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$68.6M

Top Sells

1
+$214M
2
+$32.2M
3
+$18.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.67M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.86M 0.02%
22,993
+2,642
202
$3.85M 0.02%
74,296
+14,321
203
$3.82M 0.02%
185,988
-21,760
204
$3.73M 0.02%
51,133
+4,714
205
$3.71M 0.02%
30,941
+7,589
206
$3.69M 0.02%
24,705
+4,087
207
$3.67M 0.02%
6,033
+323
208
$3.65M 0.02%
21,535
-240
209
$3.63M 0.02%
24,286
+9,964
210
$3.63M 0.02%
160,447
-2,071
211
$3.6M 0.02%
28,314
+9,281
212
$3.6M 0.02%
149,237
-16,188
213
$3.54M 0.02%
13,436
+3,831
214
$3.54M 0.02%
74,448
+5,529
215
$3.53M 0.02%
42,809
+11,538
216
$3.52M 0.02%
96,034
+28,290
217
$3.51M 0.02%
67,680
+37,190
218
$3.43M 0.02%
14,208
+9,137
219
$3.43M 0.02%
42,306
+14,403
220
$3.4M 0.02%
70,341
-1,704
221
$3.4M 0.02%
16,443
+2,280
222
$3.4M 0.02%
20,683
+458
223
$3.39M 0.02%
20,474
+5,517
224
$3.38M 0.02%
17,160
+4,177
225
$3.37M 0.02%
10,198
+5,355
7 8
9
10 11