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
$44.7B
AUM Growth
+$2.15B
(+5%)
Holding
1,077
Top Buys
| 1 | +$183M | |
| 2 | +$156M | |
| 3 | +$145M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| 1 | +$186M | |
| 2 | +$39.9M | |
| 3 | +$37.8M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$25.8M |
Sector Composition
| 1 | Technology | 6.2% |
| 2 | Financials | 2.51% |
| 3 | Communication Services | 2.05% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Healthcare | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
iShares Core MSCI International Developed Markets ETF
IDEV
$29.3B
| – | – |
-2,708
|
|
||
1077
Iovance Biotherapeutics
IOVA
$1.5B
| – | – |
-15,492
|
|