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
601
$1.83M ﹤0.01%
23,935
+2,418
602
$1.81M ﹤0.01%
18,742
+608
603
$1.8M ﹤0.01%
9,309
-32
604
$1.78M ﹤0.01%
72,494
+2,518
605
$1.77M ﹤0.01%
17,822
+1,141
606
$1.74M ﹤0.01%
12,214
+4,226
607
$1.73M ﹤0.01%
12,401
+220
608
$1.72M ﹤0.01%
11,488
+6,065
609
$1.72M ﹤0.01%
899
-33
610
$1.7M ﹤0.01%
5,123
+2,243
611
$1.69M ﹤0.01%
48,886
+23,173
612
$1.66M ﹤0.01%
51,673
-2,178
613
$1.65M ﹤0.01%
3,531
-1,132
614
$1.64M ﹤0.01%
33,541
-32,409
615
$1.63M ﹤0.01%
21,340
+17,503
616
$1.63M ﹤0.01%
32,011
+10,424
617
$1.62M ﹤0.01%
10,911
-1,917
618
$1.62M ﹤0.01%
7,597
+701
619
$1.62M ﹤0.01%
11,211
+951
620
$1.61M ﹤0.01%
44,249
-440
621
$1.61M ﹤0.01%
75,158
+442
622
$1.59M ﹤0.01%
11,324
+2,640
623
$1.57M ﹤0.01%
103,908
+30,753
624
$1.56M ﹤0.01%
12,980
-582
625
$1.55M ﹤0.01%
8,136
-2,512
23 24
25
26 27