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
451
$3.79M 0.01%
71,422
+3,969
452
$3.75M 0.01%
26,875
-2,847
453
$3.73M 0.01%
42,018
+3,786
454
$3.72M 0.01%
39,418
-4,717
455
$3.68M 0.01%
26,148
-17,087
456
$3.67M 0.01%
12,005
+750
457
$3.66M 0.01%
37,410
-85
458
$3.65M 0.01%
25,836
+2,496
459
$3.63M 0.01%
5,755
+219
460
$3.61M 0.01%
156,028
+6,047
461
$3.59M 0.01%
27,828
+20,945
462
$3.5M 0.01%
25,566
+9,612
463
$3.5M 0.01%
15,570
-343
464
$3.46M 0.01%
13,312
+1,095
465
$3.44M 0.01%
51,297
+12,824
466
$3.42M 0.01%
56,928
+9,084
467
$3.4M 0.01%
41,639
+5,868
468
$3.39M 0.01%
11,530
+2,326
469
$3.39M 0.01%
38,288
+10,314
470
$3.38M 0.01%
18,043
+4,713
471
$3.38M 0.01%
7,282
-2
472
$3.36M 0.01%
25,015
+900
473
$3.35M 0.01%
24,148
-8,443
474
$3.35M 0.01%
49,569
+3,571
475
$3.34M 0.01%
5,940
+1,325
17 18
19
20 21