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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Sells

1 +$54.3M
2 +$48.9M
3 +$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6.19M 0.02%
64,033
+96
227
$6.12M 0.02%
19,097
+4,072
228
$6.1M 0.02%
10,877
-69
229
$6.04M 0.02%
75,293
+3,939
230
$6.03M 0.02%
431,560
+119,862
231
$6M 0.02%
42,228
-30
232
$5.95M 0.02%
101,341
+5,059
233
$5.91M 0.02%
151,628
+13,934
234
$5.88M 0.02%
320,598
+18,792
235
$5.87M 0.02%
51,751
+3,449
236
$5.85M 0.02%
22,275
+155
237
$5.83M 0.02%
29,481
-67
238
$5.81M 0.02%
50,924
+2,834
239
$5.77M 0.02%
8,006
-165
240
$5.7M 0.02%
153,180
+9,392
241
$5.7M 0.02%
71,417
+17,793
242
$5.68M 0.02%
72,038
-2,068
243
$5.62M 0.02%
38,639
-1,053
244
$5.62M 0.02%
125,648
+3,447
245
$5.57M 0.02%
69,385
-1,721
246
$5.55M 0.02%
102,544
+7,787
247
$5.52M 0.02%
37,057
+427
248
$5.48M 0.02%
51,398
-526
249
$5.44M 0.02%
29,737
+2,276
250
$5.44M 0.02%
29,593
+113