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
151
$16.1M 0.04%
140,642
-3,101
152
$16M 0.04%
148,093
+11,148
153
$16M 0.04%
59,084
-1,735
154
$16M 0.04%
95,396
+8,489
155
$15.6M 0.04%
256,298
+8,816
156
$15.6M 0.04%
346,055
+20,425
157
$15.3M 0.04%
266,838
-6,406
158
$15.3M 0.04%
90,014
-2,118
159
$15.1M 0.04%
156,725
-22,561
160
$15.1M 0.04%
40,860
+3,823
161
$15.1M 0.04%
318,948
-17,190
162
$15M 0.04%
333,414
-17,324
163
$15M 0.04%
75,387
-3,909
164
$14.8M 0.03%
242,600
-811
165
$14.8M 0.03%
579,364
-40,087
166
$14.6M 0.03%
37,373
-6,545
167
$14.6M 0.03%
60,948
+1,642
168
$14.4M 0.03%
154,518
-631
169
$14.4M 0.03%
190,454
+3,029
170
$14.3M 0.03%
146,506
-1,589
171
$14.2M 0.03%
282,365
-50,944
172
$14.2M 0.03%
83,417
-384
173
$14.2M 0.03%
187,884
-7,610
174
$13.9M 0.03%
77,935
+16,645
175
$13.8M 0.03%
70,571
+957
5 6
7
8 9