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
476
$3.34M 0.01%
23,502
+1,837
477
$3.32M 0.01%
39,329
+2,353
478
$3.31M 0.01%
36,179
+46
479
$3.3M 0.01%
57,650
-11,046
480
$3.3M 0.01%
193,898
-8,395
481
$3.29M 0.01%
11,055
-220
482
$3.27M 0.01%
68,644
+17,587
483
$3.26M 0.01%
11,635
+321
484
$3.25M 0.01%
64,130
-3,755
485
$3.24M 0.01%
63,206
+17,897
486
$3.23M 0.01%
43,510
-1,601
487
$3.23M 0.01%
40,874
+5,781
488
$3.21M 0.01%
13,341
+246
489
$3.21M 0.01%
19,309
+536
490
$3.2M 0.01%
98,069
+8,846
491
$3.2M 0.01%
19,989
+2,880
492
$3.19M 0.01%
59,240
+2,511
493
$3.18M 0.01%
26,522
+10,200
494
$3.17M 0.01%
145,224
+354
495
$3.15M 0.01%
25,656
-15,963
496
$3.13M 0.01%
34,837
+2,977
497
$3.12M 0.01%
104,968
+57,497
498
$3.09M 0.01%
13,640
+458
499
$3.08M 0.01%
22,904
+6,890
500
$3.06M 0.01%
34,153
-43,545
18 19
20
21 22