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
126
$19.8M 0.05%
70,233
+12,857
127
$19.7M 0.05%
25,557
-1,729
128
$19.7M 0.05%
79,599
-4,470
129
$19.6M 0.05%
78,082
+5,626
130
$19.5M 0.05%
40,068
-659
131
$18.8M 0.04%
97,583
-1,842
132
$18.5M 0.04%
85,874
+7,062
133
$18.4M 0.04%
110,901
-2,053
134
$18.3M 0.04%
193,602
-6,636
135
$17.9M 0.04%
40,076
-6,091
136
$17.7M 0.04%
210,569
+33,127
137
$17.6M 0.04%
184,221
+15,973
138
$17.6M 0.04%
89,498
+350
139
$17.4M 0.04%
553,137
-98,730
140
$17.3M 0.04%
53,558
-2,056
141
$17.2M 0.04%
48,753
+292
142
$17.2M 0.04%
128,132
+8,096
143
$17.1M 0.04%
138,315
+12,767
144
$17.1M 0.04%
123,937
+14,813
145
$17.1M 0.04%
88,659
-277
146
$16.7M 0.04%
67,482
+19,135
147
$16.7M 0.04%
15,459
+504
148
$16.6M 0.04%
207,417
+48,960
149
$16.6M 0.04%
180,454
-9,606
150
$16.3M 0.04%
172,092
+7,003
4 5
6
7 8