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
26
$235M 0.55%
319,431
+5,654
27
$228M 0.54%
741,764
-45,447
28
$226M 0.53%
3,958,355
-4,689,842
29
$217M 0.51%
1,960,677
+177,915
30
$205M 0.48%
2,152,276
-107,843
31
$192M 0.45%
582,654
+21,207
32
$182M 0.43%
747,609
+47,767
33
$177M 0.42%
1,497,736
-24,187
34
$175M 0.41%
394,126
+14,864
35
$160M 0.37%
239,714
+12,969
36
$138M 0.32%
565,657
+24,624
37
$136M 0.32%
226,865
+19,483
38
$126M 0.3%
4,936,415
-222,674
39
$126M 0.3%
4,086,722
+731,074
40
$124M 0.29%
1,668,530
+146,011
41
$114M 0.27%
2,630,137
+290,333
42
$113M 0.27%
357,899
+6,415
43
$109M 0.26%
2,446,390
+17,400
44
$109M 0.26%
1,169,041
+47,758
45
$108M 0.25%
2,497,409
+76,465
46
$107M 0.25%
852,877
-29,685
47
$101M 0.24%
201,861
+3,866
48
$101M 0.24%
552,907
+8,072
49
$92.4M 0.22%
3,787,747
+202,970
50
$91.6M 0.22%
764,240
+9,070
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