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
201
$12.3M 0.03%
50,025
-11,039
202
$12.3M 0.03%
168,211
-3,415
203
$12.1M 0.03%
460,086
-15,974
204
$12.1M 0.03%
24,245
-605
205
$12M 0.03%
70,345
+12,856
206
$11.9M 0.03%
59,230
-1,372
207
$11.9M 0.03%
28,087
+141
208
$11.7M 0.03%
188,026
+61,522
209
$11.7M 0.03%
37,324
+6,498
210
$11.6M 0.03%
47,343
+4,057
211
$11.5M 0.03%
595,234
+40,533
212
$11.5M 0.03%
110,918
+5,022
213
$11.4M 0.03%
150,492
+8,374
214
$11.4M 0.03%
73,599
+3,185
215
$11.4M 0.03%
43,747
+4,918
216
$11.4M 0.03%
401,450
-29,183
217
$11.3M 0.03%
140,568
+24,913
218
$11.3M 0.03%
198,467
+19,133
219
$11.3M 0.03%
35,042
+19,292
220
$11.3M 0.03%
456,666
+236,637
221
$11.1M 0.03%
89,311
+42,419
222
$11.1M 0.03%
242,093
-11,143
223
$10.9M 0.03%
17,942
+2,425
224
$10.9M 0.03%
14,331
+898
225
$10.9M 0.03%
22,385
+6,954
7 8
9
10 11