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
526
$2.68M 0.01%
8,384
-585
527
$2.65M 0.01%
9,159
-5,960
528
$2.63M 0.01%
53,557
+2,917
529
$2.6M 0.01%
11,341
+471
530
$2.6M 0.01%
13,771
+1,498
531
$2.59M 0.01%
18,810
+1,803
532
$2.58M 0.01%
21,786
+8,605
533
$2.58M 0.01%
47,958
+29,769
534
$2.56M 0.01%
4,362
+1,847
535
$2.55M 0.01%
14,551
+352
536
$2.54M 0.01%
30,474
-32
537
$2.54M 0.01%
4,639
+173
538
$2.53M 0.01%
49,931
+4,238
539
$2.53M 0.01%
70,554
+4,531
540
$2.52M 0.01%
23,679
+12,374
541
$2.51M 0.01%
56,769
+6,502
542
$2.5M 0.01%
103,136
-1,722
543
$2.5M 0.01%
34,416
+30,066
544
$2.49M 0.01%
33,137
+5,133
545
$2.49M 0.01%
8,297
+1,509
546
$2.48M 0.01%
22,849
+241
547
$2.48M 0.01%
51,706
-2,870
548
$2.47M 0.01%
13,960
+45
549
$2.46M 0.01%
14,654
-5,237
550
$2.44M 0.01%
27,998
+2,371
20 21
22
23 24