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
$21.1B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Sells

1 +$5.28M
2 +$4.29M
3 +$2.39M
4
MRK icon
Merck
MRK
+$2.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M

Sector Composition

1 Technology 2.73%
2 Financials 1.79%
3 Consumer Discretionary 1.4%
4 Communication Services 1.2%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.93M 0.01%
9,552
+1,791
227
$2.93M 0.01%
4,524
-37
228
$2.93M 0.01%
20,201
+2,984
229
$2.92M 0.01%
+7,558
230
$2.92M 0.01%
25,951
+213
231
$2.92M 0.01%
+29,682
232
$2.92M 0.01%
215,112
+99,630
233
$2.92M 0.01%
59,975
+11,081
234
$2.89M 0.01%
45,128
+11,883
235
$2.87M 0.01%
45,648
-1,769
236
$2.85M 0.01%
32,634
+3,904
237
$2.83M 0.01%
7,406
+1,153
238
$2.82M 0.01%
106,366
+9,659
239
$2.82M 0.01%
35,256
-5,661
240
$2.78M 0.01%
52,440
+6,034
241
$2.78M 0.01%
94,578
+7,254
242
$2.77M 0.01%
7,643
+794
243
$2.75M 0.01%
9,975
-2,533
244
$2.75M 0.01%
31,271
+517
245
$2.7M 0.01%
86,950
-9,050
246
$2.69M 0.01%
14,957
-905
247
$2.65M 0.01%
33,073
+8,453
248
$2.65M 0.01%
17,921
+2,457
249
$2.63M 0.01%
44,410
-460
250
$2.61M 0.01%
81,427
-3,527