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
501
$3.05M 0.01%
17,487
+835
502
$3.03M 0.01%
17,561
+5,021
503
$3.03M 0.01%
55,674
+10,664
504
$3.02M 0.01%
94,434
-2,488
505
$2.99M 0.01%
36,247
+951
506
$2.94M 0.01%
19,759
-150
507
$2.94M 0.01%
51,687
+3,292
508
$2.93M 0.01%
32,917
+2,484
509
$2.92M 0.01%
11,491
-1,020
510
$2.9M 0.01%
14,204
+43
511
$2.9M 0.01%
8,293
+676
512
$2.89M 0.01%
13,793
+2,123
513
$2.85M 0.01%
10,206
-429
514
$2.78M 0.01%
101,614
+11,085
515
$2.74M 0.01%
62,683
+977
516
$2.74M 0.01%
21,370
+3,546
517
$2.74M 0.01%
42,275
+18,618
518
$2.73M 0.01%
37,506
+31,728
519
$2.72M 0.01%
38,423
+3,128
520
$2.71M 0.01%
39,742
+11,050
521
$2.7M 0.01%
31,128
+2,907
522
$2.69M 0.01%
31,863
-344
523
$2.69M 0.01%
94,197
-3,705
524
$2.69M 0.01%
61,642
+5,622
525
$2.68M 0.01%
98,577
+17,681
19 20
21
22 23