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
276
$8.3M 0.02%
6,299
-591
277
$8.24M 0.02%
98,676
+15,474
278
$8.24M 0.02%
86,543
+11,104
279
$8.19M 0.02%
54,259
+3,128
280
$8.17M 0.02%
78,733
-12,227
281
$8.1M 0.02%
40,844
-10,969
282
$8.08M 0.02%
247,777
+593
283
$7.96M 0.02%
140,346
+283
284
$7.95M 0.02%
16,687
+3,773
285
$7.92M 0.02%
28,914
+3,907
286
$7.9M 0.02%
40,836
-11,702
287
$7.86M 0.02%
110,136
+14,536
288
$7.86M 0.02%
8,229
+93
289
$7.8M 0.02%
67,247
-650
290
$7.78M 0.02%
130,160
-1,040
291
$7.75M 0.02%
102,491
-14,932
292
$7.71M 0.02%
357,720
-12,635
293
$7.6M 0.02%
109,028
-14,293
294
$7.59M 0.02%
31,098
+3,704
295
$7.58M 0.02%
92,113
+10,366
296
$7.57M 0.02%
35,264
+4,261
297
$7.56M 0.02%
74,201
-1,780
298
$7.56M 0.02%
168,109
+800
299
$7.49M 0.02%
400,762
-3,108
300
$7.39M 0.02%
14,983
+2,713
10 11
12
13 14