Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$96M
3
+$69.4M
4
VDE icon
Vanguard Energy ETF
VDE
+$55.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$44M

Top Sells

1
+$89.4M
2
+$49.5M
3
+$6.44M
4
INTC icon
Intel
INTC
+$2M
5
PM icon
Philip Morris
PM
+$1.77M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Consumer Discretionary 0.92%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.01%
86,171
+7,591
227
$1.28M 0.01%
13,645
+59
228
$1.27M 0.01%
26,696
+6,357
229
$1.27M 0.01%
12,309
-2,795
230
$1.27M 0.01%
34,320
+25,049
231
$1.26M 0.01%
1,149
+330
232
$1.26M 0.01%
18,682
-10,517
233
$1.25M 0.01%
44,757
-4,490
234
$1.23M 0.01%
62,273
+12,224
235
$1.23M 0.01%
+24,993
236
$1.21M 0.01%
53,341
+10,980
237
$1.21M 0.01%
7,266
+289
238
$1.21M 0.01%
13,969
+195
239
$1.2M 0.01%
2,378
+32
240
$1.2M 0.01%
20,136
+6,876
241
$1.2M 0.01%
18,538
+1,767
242
$1.18M 0.01%
61,268
+18,812
243
$1.16M 0.01%
15,323
-813
244
$1.16M 0.01%
8,576
-303
245
$1.16M 0.01%
12,859
+395
246
$1.15M 0.01%
16,266
+4,524
247
$1.14M 0.01%
47,640
+1,240
248
$1.14M 0.01%
39,281
+6,710
249
$1.14M 0.01%
8,965
+2,302
250
$1.13M 0.01%
8,810
+6,493
8 9
10
11 12