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
801
$552K ﹤0.01%
16,463
+1,244
802
$552K ﹤0.01%
12,892
+4,110
803
$552K ﹤0.01%
4,163
+234
804
$551K ﹤0.01%
4,977
+324
805
$544K ﹤0.01%
2,710
-1,235
806
$540K ﹤0.01%
3,319
-33
807
$537K ﹤0.01%
3,028
+264
808
$536K ﹤0.01%
12,893
+1,296
809
$536K ﹤0.01%
10,832
-107
810
$527K ﹤0.01%
42,781
+20,937
811
$525K ﹤0.01%
+65,326
812
$523K ﹤0.01%
2,675
+490
813
$519K ﹤0.01%
15,556
+500
814
$516K ﹤0.01%
22,666
+5,501
815
$515K ﹤0.01%
5,076
+428
816
$513K ﹤0.01%
1,466
+40
817
$510K ﹤0.01%
8,340
-215
818
$506K ﹤0.01%
14,605
-656
819
$504K ﹤0.01%
9,444
-54
820
$503K ﹤0.01%
13,721
-2,260
821
$502K ﹤0.01%
+19,040
822
$499K ﹤0.01%
4,984
-1,662
823
$499K ﹤0.01%
33,146
+11,734
824
$497K ﹤0.01%
29,175
+2,050
825
$490K ﹤0.01%
18,088
-197,271
31 32
33
34 35