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
626
$1.53M ﹤0.01%
1,247
+132
627
$1.53M ﹤0.01%
11,493
-71
628
$1.52M ﹤0.01%
5,679
+845
629
$1.52M ﹤0.01%
19,263
+3,742
630
$1.52M ﹤0.01%
47,661
+7,439
631
$1.51M ﹤0.01%
89,226
+14,071
632
$1.51M ﹤0.01%
7,950
+1,405
633
$1.5M ﹤0.01%
35,862
+5,462
634
$1.47M ﹤0.01%
35,141
-261
635
$1.47M ﹤0.01%
29,859
+1,806
636
$1.47M ﹤0.01%
415,951
+315,972
637
$1.46M ﹤0.01%
16,971
-1,684
638
$1.45M ﹤0.01%
30,429
+6,556
639
$1.44M ﹤0.01%
26,307
+595
640
$1.43M ﹤0.01%
11,980
-345
641
$1.42M ﹤0.01%
5,462
-794
642
$1.41M ﹤0.01%
10,757
+1,257
643
$1.38M ﹤0.01%
5,580
+828
644
$1.38M ﹤0.01%
4,602
-945
645
$1.38M ﹤0.01%
49,645
+4,626
646
$1.38M ﹤0.01%
46,426
+13,778
647
$1.37M ﹤0.01%
26,673
-2,077
648
$1.37M ﹤0.01%
31,914
+10,420
649
$1.37M ﹤0.01%
28,411
+3,809
650
$1.35M ﹤0.01%
5,940
+1,121
24 25
26
27 28