Wealthfront Advisers Portfolio holdings
AUM
$44.7B
1-Year Est. Return
18.94%
This Fund
S&P 500
1 Year Est. Return
+18.94%
AUM
$42.6B
AUM Growth
+$3.77B
(+9.7%)
Holding
1,027
Top Buys
| 1 | +$320M | |
| 2 | +$211M | |
| 3 | +$106M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$102M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$99.5M |
Top Sells
| 1 | +$262M | |
| 2 | +$44.4M | |
| 3 | +$37.3M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$31.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1026
Wolfspeed
WOLF
$803M
| – | – |
-20,495
|
|
||
|
RAL
1027
Ralliant Corp
RAL
$4.79B
| – | – |
-13,198
|
|