Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$2.91B 15.61%
59,350,442
+5,065,967
2
$2.2B 11.77%
10,634,317
+342,914
3
$2.15B 11.49%
41,215,286
+338,727
4
$1.52B 8.15%
27,866,400
+4,490,446
5
$1.27B 6.81%
67,612,604
+4,161,082
6
$997M 5.34%
61,868,772
+7,130,652
7
$926M 4.96%
14,387,553
+2,731,485
8
$887M 4.75%
6,029,212
-196,718
9
$592M 3.17%
24,343,230
+4,744,524
10
$572M 3.06%
3,231,078
+76,995
11
$521M 2.79%
5,672,965
+222,088
12
$498M 2.67%
3,828,668
+175,389
13
$387M 2.07%
3,557,376
+409,000
14
$342M 1.83%
6,612,654
-373,405
15
$195M 1.05%
912,643
+148,614
16
$129M 0.69%
354,830
+4,097
17
$126M 0.67%
534,383
+42,144
18
$122M 0.65%
1,001,285
+4,110
19
$119M 0.63%
1,743,176
-58,311
20
$116M 0.62%
2,354,527
-101,892
21
$113M 0.61%
610,881
+12,777
22
$82.7M 0.44%
534,340
+14,580
23
$78.5M 0.42%
926,734
-135,233
24
$44.6M 0.24%
151,275
+15,532
25
$37.4M 0.2%
362,860
+32,920
1
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