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
376
$5.41M 0.01%
26,979
+1,534
377
$5.39M 0.01%
59,360
+6,569
378
$5.37M 0.01%
53,494
+2,065
379
$5.35M 0.01%
47,940
+9,110
380
$5.29M 0.01%
66,348
+11,422
381
$5.27M 0.01%
206,685
+78,193
382
$5.2M 0.01%
34,106
-5,562
383
$5.16M 0.01%
17,167
+1,169
384
$5.15M 0.01%
86,228
-4,379
385
$5.14M 0.01%
12,166
+673
386
$5.11M 0.01%
5,554
-374
387
$4.99M 0.01%
38,721
-277
388
$4.98M 0.01%
24,699
+2,057
389
$4.96M 0.01%
19,213
+2,257
390
$4.95M 0.01%
126,435
+1,728
391
$4.94M 0.01%
177,210
+25,197
392
$4.93M 0.01%
125,716
-15,503
393
$4.92M 0.01%
60,029
+10,244
394
$4.92M 0.01%
61,577
+6,043
395
$4.91M 0.01%
69,654
+9,218
396
$4.86M 0.01%
197,542
-49,699
397
$4.82M 0.01%
100,677
+376
398
$4.82M 0.01%
68,801
-445
399
$4.79M 0.01%
326,245
-32,240
400
$4.77M 0.01%
13,383
+1,224
14 15
16
17 18