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
1001
$56.5K ﹤0.01%
+11,586
1002
$46.3K ﹤0.01%
15,140
-2,980
1003
$33.6K ﹤0.01%
+15,492
1004
$28.8K ﹤0.01%
13,568
+79
1005
$27.7K ﹤0.01%
+11,249
1006
$21.7K ﹤0.01%
+11,357
1007
$19.9K ﹤0.01%
+10,533
1008
– –
-13,198
1009
– –
-20,495
1010
– –
-723,391
1011
– –
-3,222
1012
– –
-10,110
1013
– –
-202,283
1014
– –
-18,745
1015
– –
-6,934
1016
– –
-14,524
1017
– –
-8,713
1018
– –
-28,570
1019
– –
-54,054
1020
– –
-2,430
1021
– –
-3,983
1022
– –
-1,144
1023
– –
-3,685
1024
– –
-195,406
1025
– –
-11,423
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