Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$112M
3
+$107M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$98.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$94.8M

Top Sells

1
+$16.5M
2
+$8.84M
3
+$6.84M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.43M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.38M

Sector Composition

1 Technology 2.61%
2 Financials 1.57%
3 Consumer Discretionary 1.39%
4 Healthcare 1.15%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.25M 0.01%
13,420
+1,117
327
$1.24M 0.01%
85,314
-18,269
328
$1.24M 0.01%
5,711
+194
329
$1.24M 0.01%
4,053
-201
330
$1.23M 0.01%
9,457
+172
331
$1.23M 0.01%
3,170
-37
332
$1.22M 0.01%
15,227
+678
333
$1.22M 0.01%
32,413
-498
334
$1.21M 0.01%
16,447
-1,418
335
$1.2M 0.01%
5,285
+102
336
$1.2M 0.01%
32,140
+8,610
337
$1.2M 0.01%
29,877
-17,137
338
$1.17M 0.01%
7,901
+198
339
$1.16M 0.01%
17,423
-2,666
340
$1.14M 0.01%
38,470
-4,795
341
$1.13M 0.01%
37,429
+3,390
342
$1.12M 0.01%
3,006
-152
343
$1.12M 0.01%
7,902
+34
344
$1.11M 0.01%
11,693
+565
345
$1.11M 0.01%
3,540
-552
346
$1.1M 0.01%
11,697
-240
347
$1.08M 0.01%
5,313
+92
348
$1.07M 0.01%
6,160
+271
349
$1.07M 0.01%
65,700
+3,149
350
$1.07M 0.01%
9,390
-1,559
12 13
14
15 16