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
776
$629K ﹤0.01%
7,509
-822
777
$625K ﹤0.01%
+2,812
778
$625K ﹤0.01%
4,717
+553
779
$623K ﹤0.01%
13,714
-132
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$620K ﹤0.01%
15,073
+4,132
781
$619K ﹤0.01%
4,388
-68
782
$619K ﹤0.01%
4,611
-1,854
783
$614K ﹤0.01%
18,940
-21,362
784
$607K ﹤0.01%
10,100
-841
785
$606K ﹤0.01%
11,412
-359
786
$604K ﹤0.01%
20,919
-3,725
787
$601K ﹤0.01%
5,995
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788
$593K ﹤0.01%
5,929
+1,013
789
$592K ﹤0.01%
36,703
+13,088
790
$592K ﹤0.01%
21,712
-9,049
791
$590K ﹤0.01%
23,216
-463
792
$587K ﹤0.01%
23,843
+1,897
793
$579K ﹤0.01%
5,222
+71
794
$575K ﹤0.01%
9,287
+333
795
$572K ﹤0.01%
2,635
+204
796
$565K ﹤0.01%
12,949
-507
797
$565K ﹤0.01%
16,352
+871
798
$563K ﹤0.01%
15,859
+314
799
$560K ﹤0.01%
10,873
-120
800
$552K ﹤0.01%
2,943
+297