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
176
$13.8M 0.03%
640,790
-24,642
177
$13.8M 0.03%
73,969
+2,033
178
$13.7M 0.03%
73,003
+7,091
179
$13.6M 0.03%
66,910
+7,079
180
$13.6M 0.03%
281,225
-16,663
181
$13.3M 0.03%
116,146
+2,901
182
$13.3M 0.03%
45,199
-2,854
183
$13.1M 0.03%
670,513
+71,778
184
$13.1M 0.03%
28,566
-5,519
185
$13M 0.03%
129,719
-12,123
186
$13M 0.03%
115,893
+8,940
187
$13M 0.03%
70,926
-1,567
188
$13M 0.03%
150,859
+8,360
189
$13M 0.03%
46,028
-3,076
190
$12.9M 0.03%
204,170
-15,774
191
$12.8M 0.03%
57,924
+831
192
$12.8M 0.03%
53,991
-7,120
193
$12.7M 0.03%
96,465
-1,558
194
$12.7M 0.03%
25,977
+833
195
$12.7M 0.03%
55,447
-1,063
196
$12.7M 0.03%
288,626
+7,445
197
$12.7M 0.03%
39,191
+1,808
198
$12.6M 0.03%
38,186
+1,253
199
$12.6M 0.03%
270,657
-17,978
200
$12.5M 0.03%
175,282
-56,426
6 7
8
9 10