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
426
$4.17M 0.01%
7,357
+509
427
$4.12M 0.01%
24,703
+90
428
$4.11M 0.01%
29,514
+1,818
429
$4.1M 0.01%
60,680
-18,960
430
$4.09M 0.01%
67,662
-12,097
431
$4.09M 0.01%
94,391
-17,226
432
$4.05M 0.01%
36,511
-2,867
433
$4.04M 0.01%
13,145
+795
434
$4.03M 0.01%
62,258
-6,229
435
$4.01M 0.01%
29,635
-426
436
$4.01M 0.01%
31,817
+11,394
437
$3.99M 0.01%
81,514
+41,780
438
$3.97M 0.01%
52,249
-392
439
$3.97M 0.01%
2,651
-144
440
$3.93M 0.01%
78,274
-6,676
441
$3.91M 0.01%
147,962
+7,631
442
$3.9M 0.01%
53,996
+9,065
443
$3.9M 0.01%
109,711
+501
444
$3.89M 0.01%
24,702
+1,530
445
$3.87M 0.01%
4,936
+678
446
$3.83M 0.01%
161,997
-48,215
447
$3.82M 0.01%
29,322
+2,291
448
$3.82M 0.01%
38,743
+1,234
449
$3.82M 0.01%
246,701
-748
450
$3.79M 0.01%
13,839
+209
16 17
18
19 20