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
$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
1
$2.98B 13.81%
59,037,584
-4,123,566
2
$2.71B 12.55%
12,195,100
+995,286
3
$2.2B 10.2%
44,035,004
-352,658
4
$1.72B 7.95%
31,315,145
-181,435
5
$1.49B 6.93%
77,259,680
+4,169,356
6
$1.33B 6.18%
77,006,148
+10,880,826
7
$1.02B 4.74%
16,552,609
+1,506,003
8
$919M 4.26%
5,982,104
-202,038
9
$736M 3.41%
29,748,642
+2,697,138
10
$636M 2.94%
3,485,333
+186,134
11
$597M 2.76%
5,862,005
+102,846
12
$571M 2.65%
4,291,815
+274,657
13
$437M 2.03%
3,972,985
+120,301
14
$391M 1.81%
7,574,355
+1,043,988
15
$238M 1.1%
1,088,340
+61,413
16
$167M 0.77%
592,193
+38,950
17
$153M 0.71%
1,079,087
+75,649
18
$136M 0.63%
344,593
-5,392
19
$136M 0.63%
674,820
+58,795
20
$117M 0.54%
1,580,352
-93,313
21
$113M 0.52%
2,172,541
-154,851
22
$93.6M 0.43%
569,560
+23,640
23
$87.8M 0.41%
1,027,781
+69,358
24
$56.9M 0.26%
167,767
-391
25
$55.6M 0.26%
2,686,260
+113,780
1
2 3 4 5