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
901
$299K ﹤0.01%
+18,586
902
$298K ﹤0.01%
+2,776
903
$297K ﹤0.01%
1,449
-151
904
$296K ﹤0.01%
594
+13
905
$293K ﹤0.01%
11,757
-6,477
906
$292K ﹤0.01%
8,868
+57
907
$292K ﹤0.01%
9,010
-347
908
$290K ﹤0.01%
2,719
+136
909
$290K ﹤0.01%
5,703
+1,882
910
$290K ﹤0.01%
3,413
+604
911
$288K ﹤0.01%
10,401
-633
912
$285K ﹤0.01%
7,254
+824
913
$284K ﹤0.01%
3,866
+553
914
$284K ﹤0.01%
7,586
-44
915
$283K ﹤0.01%
9,992
-714
916
$282K ﹤0.01%
+2,198
917
$279K ﹤0.01%
2,480
+301
918
$278K ﹤0.01%
3,624
+120
919
$278K ﹤0.01%
7,008
+862
920
$276K ﹤0.01%
1,217
+85
921
$276K ﹤0.01%
3,781
+307
922
$276K ﹤0.01%
5,560
-291
923
$275K ﹤0.01%
6,151
-526
924
$275K ﹤0.01%
+17,906
925
$275K ﹤0.01%
20,877
+2,353