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
551
$2.43M 0.01%
116,215
+9,353
552
$2.43M 0.01%
7,878
+116
553
$2.42M 0.01%
+70,997
554
$2.42M 0.01%
78,662
+11,669
555
$2.41M 0.01%
19,041
+20
556
$2.4M 0.01%
31,169
-322
557
$2.4M 0.01%
34,550
+3,242
558
$2.39M 0.01%
30,543
-204
559
$2.39M 0.01%
43,294
+10,141
560
$2.39M 0.01%
19,881
-23,158
561
$2.32M 0.01%
22,075
-832
562
$2.31M 0.01%
10,622
+998
563
$2.31M 0.01%
29,662
+2,083
564
$2.29M 0.01%
230,905
-150,342
565
$2.29M 0.01%
140,845
-22,008
566
$2.25M 0.01%
29,288
-2,867
567
$2.2M 0.01%
5,100
-318
568
$2.2M 0.01%
37,091
+3,669
569
$2.19M 0.01%
273
-4
570
$2.19M 0.01%
22,077
-4,768
571
$2.16M 0.01%
42,719
-2,704
572
$2.15M 0.01%
43,193
+5,122
573
$2.14M 0.01%
61,804
-297
574
$2.13M 0.01%
7,417
+167
575
$2.12M 0.01%
8,263
+305
21 22
23
24 25