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
301
$7.35M 0.02%
58,298
-14,025
302
$7.34M 0.02%
38,368
-9,687
303
$7.31M 0.02%
33,285
+3,350
304
$7.27M 0.02%
51,292
+471
305
$7.24M 0.02%
107,078
-5,509
306
$7.24M 0.02%
50,609
-575
307
$7.23M 0.02%
15,802
+3,459
308
$7.2M 0.02%
85,576
+14,049
309
$7.18M 0.02%
50,960
+1,277
310
$7.18M 0.02%
65,286
+2,885
311
$7.17M 0.02%
72,069
+7,723
312
$7.13M 0.02%
54,319
+695
313
$7.11M 0.02%
54,743
+662
314
$7.08M 0.02%
206,051
+1,912
315
$7.08M 0.02%
63,386
+3,820
316
$7.07M 0.02%
67,751
-1,522
317
$7.02M 0.02%
27,072
+2,329
318
$7.02M 0.02%
269,569
-160,719
319
$6.98M 0.02%
143,325
+3,452
320
$6.9M 0.02%
55,981
+27,100
321
$6.86M 0.02%
26,334
+4,707
322
$6.85M 0.02%
13,944
-118
323
$6.8M 0.02%
76,126
-29,839
324
$6.77M 0.02%
124,702
+23,699
325
$6.77M 0.02%
111,036
+6,856
11 12
13
14 15