Wealthfront Advisers Portfolio holdings
AUM
$38.8B
This Quarter Return
-10.59%
1 Year Return
+14.38%
3 Year Return
+46.78%
5 Year Return
+67.39%
10 Year Return
–
AUM
$9.41B
AUM Growth
–
Cap. Flow
+$9.41B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 1.53% |
| 3 | Healthcare | 1.25% |
| 4 | Communication Services | 0.99% |
| 5 | Consumer Discretionary | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Helmerich & Payne
HP
$2.09B
| $961K | 0.01% |
+20,054
| New | +$961K |
|
252
Paychex
PAYX
$49.8B
| $957K | 0.01% |
+14,694
| New | +$957K |
|
253
J.M. Smucker
SJM
$11.7B
| $954K | 0.01% |
+10,206
| New | +$954K |
|
|
XYZ
254
Block, Inc.
XYZ
$46.3B
| $933K | 0.01% |
+16,637
| New | +$933K |
|
255
Jefferies Financial Group
JEF
$13.1B
| $931K | 0.01% |
+53,619
| New | +$931K |
|
256
Republic Services
RSG
$73.2B
| $929K | 0.01% |
+12,883
| New | +$929K |
|
257
FedEx
FDX
$53.1B
| $926K | 0.01% |
+5,742
| New | +$926K |
|
258
NetApp
NTAP
$22.6B
| $925K | 0.01% |
+15,501
| New | +$925K |
|
259
Northrop Grumman
NOC
$84.2B
| $916K | 0.01% |
+3,740
| New | +$916K |
|
260
NOV
NOV
$4.94B
| $903K | 0.01% |
+35,139
| New | +$903K |
|
261
Alliant Energy
LNT
$16.7B
| $899K | 0.01% |
+21,287
| New | +$899K |
|
262
American International
AIG
$44.6B
| $890K | 0.01% |
+22,577
| New | +$890K |
|
|
TSS
263
DELISTED
Total System Services, Inc.
TSS
| $885K | 0.01% |
+10,890
| New | +$885K |
|
264
Zions Bancorporation
ZION
$8.48B
| $882K | 0.01% |
+21,661
| New | +$882K |
|
265
Digital Realty Trust
DLR
$55.9B
| $880K | 0.01% |
+8,258
| New | +$880K |
|
266
Motorola Solutions
MSI
$78.9B
| $872K | 0.01% |
+7,581
| New | +$872K |
|
|
NLSN
267
DELISTED
Nielsen Holdings plc
NLSN
| $868K | 0.01% |
+37,217
| New | +$868K |
|
268
T Rowe Price
TROW
$23.2B
| $867K | 0.01% |
+9,391
| New | +$867K |
|
|
GAP
269
The Gap, Inc.
GAP
$8.2B
| $858K | 0.01% |
+33,313
| New | +$858K |
|
270
Yum! Brands
YUM
$40.3B
| $854K | 0.01% |
+9,289
| New | +$854K |
|
271
Advanced Micro Devices
AMD
$261B
| $849K | 0.01% |
+45,984
| New | +$849K |
|
|
AGN
272
DELISTED
Allergan plc
AGN
| $849K | 0.01% |
+6,352
| New | +$849K |
|
273
BorgWarner
BWA
$9.18B
| $847K | 0.01% |
+24,369
| New | +$847K |
|
274
UDR
UDR
$12.9B
| $828K | 0.01% |
+20,897
| New | +$828K |
|
275
AvalonBay Communities
AVB
$27.3B
| $824K | 0.01% |
+4,735
| New | +$824K |
|