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
51
$86.2M 0.2%
3,366,784
-113,042
52
$84.4M 0.2%
110,618
+4,906
53
$78.1M 0.18%
3,313,443
+272,969
54
$70.4M 0.17%
702,224
-9,640
55
$66.8M 0.16%
805,718
-72,926
56
$65.5M 0.15%
191,969
-1,853
57
$60M 0.14%
213,450
+17,997
58
$60M 0.14%
105,484
+3,634
59
$58.9M 0.14%
571,956
+15,262
60
$58.2M 0.14%
314,087
+27,625
61
$58.2M 0.14%
163,591
+40,511
62
$57.7M 0.14%
647,842
-3,380
63
$53.7M 0.13%
58,059
-3,849
64
$52M 0.12%
1,376,561
+150,891
65
$52M 0.12%
1,381,205
+36,844
66
$50.5M 0.12%
501,698
+27,267
67
$50.5M 0.12%
777,231
+105,646
68
$49.6M 0.12%
620,724
+36,234
69
$48.5M 0.11%
430,572
-5,659
70
$48.3M 0.11%
119,136
+10,325
71
$47.2M 0.11%
915,619
+7,616
72
$46.3M 0.11%
154,003
+2,167
73
$44.2M 0.1%
273,232
+6,743
74
$41.3M 0.1%
113,071
-3,370
75
$41M 0.1%
1,103,643
-42,947
1 2
3
4 5