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
976
$205K ﹤0.01%
+1,011
977
$205K ﹤0.01%
+986
978
$204K ﹤0.01%
+987
979
$201K ﹤0.01%
+4,412
980
$201K ﹤0.01%
+3,159
981
$201K ﹤0.01%
17,611
+4,976
982
$201K ﹤0.01%
+2,378
983
$200K ﹤0.01%
+4,065
984
$176K ﹤0.01%
+15,437
985
$161K ﹤0.01%
20,839
-61,435
986
$157K ﹤0.01%
+12,058
987
$154K ﹤0.01%
12,720
+918
988
$151K ﹤0.01%
64,760
-23,701
989
$151K ﹤0.01%
16,760
-397
990
$137K ﹤0.01%
3,344
-383
991
$131K ﹤0.01%
+11,240
992
$115K ﹤0.01%
90,205
+387
993
$108K ﹤0.01%
39,352
+364
994
$96.4K ﹤0.01%
63,866
-19
995
$88.1K ﹤0.01%
+20,545
996
$74.7K ﹤0.01%
+20,304
997
$72.3K ﹤0.01%
+18,692
998
$60K ﹤0.01%
+18,414
999
$59.1K ﹤0.01%
+10,964
1000
$58.3K ﹤0.01%
35,577
-182
38 39
40
41 42