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
851
$405K ﹤0.01%
12,585
+4,637
852
$401K ﹤0.01%
19,446
+763
853
$400K ﹤0.01%
4,279
-61
854
$397K ﹤0.01%
1,968
+437
855
$389K ﹤0.01%
6,548
-60
856
$388K ﹤0.01%
6,304
-7,304
857
$387K ﹤0.01%
4,916
+1,803
858
$385K ﹤0.01%
10,160
+1,309
859
$383K ﹤0.01%
1,329
+92
860
$377K ﹤0.01%
5,153
-935
861
$376K ﹤0.01%
+3,747
862
$372K ﹤0.01%
+19,641
863
$370K ﹤0.01%
9,933
-63,106
864
$370K ﹤0.01%
28,965
+6,067
865
$370K ﹤0.01%
21,367
-781
866
$369K ﹤0.01%
+16,764
867
$369K ﹤0.01%
2,530
-29
868
$368K ﹤0.01%
11,402
+57
869
$368K ﹤0.01%
1,809
+67
870
$368K ﹤0.01%
4,860
-3,329
871
$368K ﹤0.01%
8,364
-167
872
$361K ﹤0.01%
+3,348
873
$359K ﹤0.01%
1,146
+104
874
$359K ﹤0.01%
5,648
+410
875
$359K ﹤0.01%
3,304
+362
33 34
35
36 37