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
751
$744K ﹤0.01%
7,715
+26
752
$733K ﹤0.01%
10,889
+343
753
$725K ﹤0.01%
29,347
+15,378
754
$722K ﹤0.01%
3,554
+937
755
$721K ﹤0.01%
+11,724
756
$718K ﹤0.01%
17,977
-250
757
$715K ﹤0.01%
10,773
-1,183
758
$713K ﹤0.01%
7,946
+70
759
$712K ﹤0.01%
10,441
+485
760
$711K ﹤0.01%
2,400
+100
761
$702K ﹤0.01%
2,763
+54
762
$699K ﹤0.01%
25,048
-1,564
763
$697K ﹤0.01%
9,730
+672
764
$694K ﹤0.01%
8,187
+821
765
$694K ﹤0.01%
10,119
-1,002
766
$688K ﹤0.01%
16,355
-32,044
767
$683K ﹤0.01%
11,889
+691
768
$669K ﹤0.01%
30,444
+1,474
769
$667K ﹤0.01%
16,659
-5,622
770
$663K ﹤0.01%
+18,019
771
$657K ﹤0.01%
7,474
+2,801
772
$642K ﹤0.01%
26,994
+420
773
$640K ﹤0.01%
3,124
+387
774
$638K ﹤0.01%
20,879
-2,148
775
$635K ﹤0.01%
9,362
+2,421
29 30
31
32 33