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
351
$5.95M 0.01%
42,925
+4,392
352
$5.91M 0.01%
103,937
+20,414
353
$5.91M 0.01%
87,768
-979
354
$5.9M 0.01%
87,362
-13,341
355
$5.88M 0.01%
23,371
+7,103
356
$5.86M 0.01%
43,973
+4,904
357
$5.85M 0.01%
86,726
-630
358
$5.83M 0.01%
43,675
+1,885
359
$5.8M 0.01%
65,833
-575
360
$5.77M 0.01%
68,629
+4,830
361
$5.65M 0.01%
17,800
+3,051
362
$5.65M 0.01%
117,702
-1,305
363
$5.65M 0.01%
11,332
-1,588
364
$5.65M 0.01%
84,240
+169
365
$5.63M 0.01%
318,184
+13,647
366
$5.62M 0.01%
87,452
-1,303
367
$5.61M 0.01%
71,478
-4,595
368
$5.57M 0.01%
49,238
-391
369
$5.57M 0.01%
18,708
+367
370
$5.5M 0.01%
190,250
+59,831
371
$5.5M 0.01%
93,570
+618
372
$5.47M 0.01%
85,185
-2,488
373
$5.46M 0.01%
35,952
+1,118
374
$5.45M 0.01%
28,985
+3,323
375
$5.45M 0.01%
37,220
+13,097
13 14
15
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