Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.6B
AUM Growth
+$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$211M
3
+$106M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$99.5M

Top Sells

1
+$262M
2
+$44.4M
3
+$37.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.3M
5
VV icon
Vanguard Large-Cap ETF
VV
+$13.5M

Sector Composition

1 Technology 6.19%
2 Financials 2.55%
3 Communication Services 1.97%
4 Consumer Discretionary 1.91%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.7M 0.03%
253,414
+68,916
227
$10.7M 0.03%
30,927
+6,408
228
$10.7M 0.03%
57,071
+7,264
229
$10.6M 0.02%
125,830
+3,038
230
$10.6M 0.02%
76,172
+3,394
231
$10.5M 0.02%
34,023
+1,846
232
$10.5M 0.02%
197,448
-2,031
233
$10.5M 0.02%
52,167
-90
234
$10.4M 0.02%
107,796
+9,039
235
$10.3M 0.02%
94,536
+7,336
236
$10.2M 0.02%
298,552
-141,812
237
$10.1M 0.02%
70,758
-5,697
238
$10.1M 0.02%
583,598
-42,322
239
$10M 0.02%
24,202
+870
240
$9.93M 0.02%
28,259
+1,757
241
$9.87M 0.02%
146,425
-4,135
242
$9.82M 0.02%
41,581
+3,121
243
$9.75M 0.02%
273,177
+206,387
244
$9.74M 0.02%
111,097
+10,812
245
$9.7M 0.02%
71,331
-1,942
246
$9.6M 0.02%
195,690
+3,498
247
$9.56M 0.02%
83,473
+20,088
248
$9.49M 0.02%
35,017
+2,711
249
$9.31M 0.02%
21,840
+396
250
$9.26M 0.02%
202,162
+30,955
8 9
10
11 12