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
251
$9.23M 0.02%
44,951
-1,765
252
$9.22M 0.02%
93,818
+388
253
$9.1M 0.02%
9,551
+619
254
$9.1M 0.02%
760,725
+36,872
255
$9.1M 0.02%
42,125
+1,225
256
$9.05M 0.02%
269,805
+73,241
257
$9.02M 0.02%
126,889
+5,703
258
$9.01M 0.02%
36,723
+3,196
259
$8.85M 0.02%
23,472
+2,321
260
$8.85M 0.02%
107,946
-6,764
261
$8.83M 0.02%
251,886
-27,386
262
$8.81M 0.02%
25,830
+1,236
263
$8.79M 0.02%
30,507
+1,240
264
$8.74M 0.02%
44,220
-2,058
265
$8.7M 0.02%
27,957
-1,551
266
$8.65M 0.02%
51,365
-2,576
267
$8.6M 0.02%
231,471
+24,874
268
$8.6M 0.02%
124,957
+15,526
269
$8.6M 0.02%
40,046
+3,297
270
$8.58M 0.02%
242,081
+27,538
271
$8.56M 0.02%
192,157
-7,548
272
$8.38M 0.02%
34,037
+759
273
$8.36M 0.02%
53,284
-1,961
274
$8.34M 0.02%
60,524
-462
275
$8.34M 0.02%
48,220
-36
9 10
11
12 13