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
101
$25.6M 0.06%
374,768
+5,169
102
$25.3M 0.06%
53,323
+913
103
$25M 0.06%
157,575
+5,876
104
$24.8M 0.06%
171,820
+8,006
105
$24.1M 0.06%
298,975
+405
106
$23.9M 0.06%
100,976
+927
107
$23.9M 0.06%
33,272
+8,742
108
$23.9M 0.06%
20,469
+449
109
$23.9M 0.06%
359,640
-34,845
110
$23.3M 0.05%
69,024
+2,353
111
$22.9M 0.05%
107,582
+1,484
112
$22.4M 0.05%
135,581
-2,480
113
$22.3M 0.05%
155,966
+7,065
114
$22.2M 0.05%
72,999
+5,506
115
$21.9M 0.05%
163,459
-17,541
116
$21.2M 0.05%
34,468
+1,355
117
$21.1M 0.05%
225,656
+26,000
118
$20.9M 0.05%
55,730
+497
119
$20.6M 0.05%
123,150
+8,252
120
$20.6M 0.05%
141,131
+5,225
121
$20.3M 0.05%
99,269
-3,444
122
$20.1M 0.05%
304,810
+15,637
123
$20.1M 0.05%
198,066
+12,425
124
$20M 0.05%
73,462
+393
125
$19.9M 0.05%
160,672
+5,808
3 4
5
6 7