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
651
$1.33M ﹤0.01%
20,183
-12,698
652
$1.32M ﹤0.01%
6,949
+4,003
653
$1.32M ﹤0.01%
41,123
-1,396
654
$1.31M ﹤0.01%
4,236
+205
655
$1.31M ﹤0.01%
19,245
-102
656
$1.3M ﹤0.01%
17,272
+4,041
657
$1.29M ﹤0.01%
19,314
-8,829
658
$1.29M ﹤0.01%
15,539
+5,316
659
$1.29M ﹤0.01%
8,368
+1,521
660
$1.27M ﹤0.01%
4,628
-17,528
661
$1.27M ﹤0.01%
20,221
-4,581
662
$1.27M ﹤0.01%
7,430
+591
663
$1.26M ﹤0.01%
39,886
+396
664
$1.24M ﹤0.01%
64,553
-151,932
665
$1.22M ﹤0.01%
12,182
+652
666
$1.2M ﹤0.01%
1,798
+713
667
$1.2M ﹤0.01%
7,485
-8,000
668
$1.19M ﹤0.01%
16,180
+129
669
$1.18M ﹤0.01%
7,270
-650
670
$1.17M ﹤0.01%
4,472
+1,765
671
$1.17M ﹤0.01%
16,331
+1,209
672
$1.17M ﹤0.01%
24,097
+2,692
673
$1.16M ﹤0.01%
10,910
+2,845
674
$1.16M ﹤0.01%
29,656
-4,214
675
$1.14M ﹤0.01%
24,786
-1,095
25 26
27
28 29