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
76
$40.6M 0.1%
175,400
+14,845
77
$39.8M 0.09%
1,411,031
+66,448
78
$38.8M 0.09%
48,681
+780
79
$38.5M 0.09%
250,813
+33,066
80
$37.1M 0.09%
732,614
-13,930
81
$36M 0.08%
429,018
+13,515
82
$35.5M 0.08%
125,746
-3,509
83
$34.2M 0.08%
210,582
+52
84
$33.5M 0.08%
373,430
-23,477
85
$33.1M 0.08%
212,860
+56,544
86
$32.3M 0.08%
229,416
+12,664
87
$31.6M 0.07%
66,260
+1,561
88
$31.3M 0.07%
90,587
+27,941
89
$30.9M 0.07%
315,665
+9,335
90
$29.9M 0.07%
91,510
+4,433
91
$29.5M 0.07%
210,309
+60,911
92
$29.4M 0.07%
517,741
+112,609
93
$29M 0.07%
42,462
-40
94
$28.9M 0.07%
394,007
+97,098
95
$28.5M 0.07%
797,834
-20,826
96
$27.6M 0.06%
83,170
+2,112
97
$27.3M 0.06%
349,620
-6,047
98
$27.1M 0.06%
147,070
-3,620
99
$26.8M 0.06%
610,238
+77,991
100
$26.2M 0.06%
235,844
-13,010
2 3
4
5 6