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
576
$2.12M 0.01%
60,221
-1,671
577
$2.11M 0.01%
13,352
+1,996
578
$2.11M ﹤0.01%
46,613
+441
579
$2.1M ﹤0.01%
12,056
+1,559
580
$2.09M ﹤0.01%
43,958
+7,681
581
$2.09M ﹤0.01%
36,681
-2,827
582
$2.06M ﹤0.01%
22,949
+2,346
583
$2.05M ﹤0.01%
15,505
-1,039
584
$2.05M ﹤0.01%
14,372
+181
585
$2.04M ﹤0.01%
16,839
-1,172
586
$2.04M ﹤0.01%
9,249
+662
587
$2.01M ﹤0.01%
20,327
+4,759
588
$1.97M ﹤0.01%
85,723
+474
589
$1.94M ﹤0.01%
23,810
+4,323
590
$1.94M ﹤0.01%
108,097
-2,357
591
$1.93M ﹤0.01%
32,539
+1,510
592
$1.92M ﹤0.01%
43,527
+13,296
593
$1.92M ﹤0.01%
26,366
-715
594
$1.89M ﹤0.01%
24,370
+6,494
595
$1.89M ﹤0.01%
6,596
+3,634
596
$1.89M ﹤0.01%
42,461
-943
597
$1.86M ﹤0.01%
13,222
+1,765
598
$1.85M ﹤0.01%
13,372
-342
599
$1.84M ﹤0.01%
71,448
-2,579
600
$1.84M ﹤0.01%
6,172
-19