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
401
$4.77M 0.01%
75,083
-3,085
402
$4.76M 0.01%
27,087
-651
403
$4.74M 0.01%
91,107
-2,222
404
$4.74M 0.01%
24,978
-2,498
405
$4.73M 0.01%
20,970
+8,503
406
$4.72M 0.01%
56,614
+4,535
407
$4.71M 0.01%
10,942
-53
408
$4.65M 0.01%
19,544
+9,031
409
$4.58M 0.01%
55,185
-9,414
410
$4.57M 0.01%
16,769
-644
411
$4.56M 0.01%
23,930
+480
412
$4.54M 0.01%
39,518
-2,414
413
$4.51M 0.01%
71,586
+179
414
$4.43M 0.01%
193,172
-6,921
415
$4.37M 0.01%
29,603
+2,556
416
$4.36M 0.01%
59,356
+9,616
417
$4.35M 0.01%
31,122
+9,318
418
$4.32M 0.01%
64,433
+9,660
419
$4.32M 0.01%
46,355
+6,171
420
$4.31M 0.01%
135,197
+28,347
421
$4.28M 0.01%
110,210
+34,527
422
$4.26M 0.01%
86,127
-4,126
423
$4.25M 0.01%
19,888
+5,690
424
$4.25M 0.01%
25,980
+9,368
425
$4.22M 0.01%
86,028
-18,159
15 16
17
18 19