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
326
$6.76M 0.02%
65,496
+5,197
327
$6.75M 0.02%
19,465
+448
328
$6.74M 0.02%
214,509
-33,571
329
$6.73M 0.02%
81,704
-9,050
330
$6.69M 0.02%
65,203
+2,341
331
$6.65M 0.02%
1,549
+31
332
$6.62M 0.02%
59,027
-6,113
333
$6.62M 0.02%
25,166
+22,079
334
$6.61M 0.02%
72,662
+3,699
335
$6.6M 0.02%
31,626
-2,524
336
$6.57M 0.02%
27,955
+5,024
337
$6.48M 0.02%
76,576
+22,784
338
$6.44M 0.02%
23,057
+2,577
339
$6.4M 0.02%
75,673
-18,798
340
$6.36M 0.01%
8,866
+508
341
$6.24M 0.01%
26,464
-9,661
342
$6.23M 0.01%
80,043
-1,850
343
$6.22M 0.01%
88,387
-11,219
344
$6.22M 0.01%
94,394
+13,915
345
$6.16M 0.01%
17,840
+5,813
346
$6.12M 0.01%
13,420
+1,336
347
$6.11M 0.01%
80,036
+25,586
348
$6.11M 0.01%
25,993
-953
349
$6.05M 0.01%
9,477
+2,463
350
$6.03M 0.01%
82,700
+7,041
12 13
14
15 16