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
726
$843K ﹤0.01%
17,969
+4,152
727
$843K ﹤0.01%
5,515
+1,312
728
$840K ﹤0.01%
13,518
+645
729
$833K ﹤0.01%
2,892
+84
730
$833K ﹤0.01%
8,755
-1,076
731
$828K ﹤0.01%
6,152
+1,843
732
$825K ﹤0.01%
7,863
-4,742
733
$825K ﹤0.01%
17,772
-1,431
734
$821K ﹤0.01%
5,065
-4,950
735
$820K ﹤0.01%
8,141
+370
736
$802K ﹤0.01%
15,805
-1,178
737
$800K ﹤0.01%
103,704
+12,367
738
$795K ﹤0.01%
8,374
-360
739
$794K ﹤0.01%
6,228
+145
740
$784K ﹤0.01%
4,033
-141
741
$775K ﹤0.01%
10,351
-804
742
$774K ﹤0.01%
+11,534
743
$769K ﹤0.01%
9,851
-673
744
$767K ﹤0.01%
2,373
+285
745
$764K ﹤0.01%
16,892
-1,767
746
$761K ﹤0.01%
1,171
+208
747
$759K ﹤0.01%
2,920
-94
748
$753K ﹤0.01%
16,802
-3,110
749
$751K ﹤0.01%
47,429
+161
750
$745K ﹤0.01%
13,960
+3,112