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
251
$1.13M 0.01%
11,401
-34
252
$1.13M 0.01%
+50,368
253
$1.12M 0.01%
8,299
+1,818
254
$1.1M 0.01%
13,421
-193
255
$1.1M 0.01%
2,269
+210
256
$1.1M 0.01%
31,029
+1,610
257
$1.1M 0.01%
23,252
+2,478
258
$1.09M 0.01%
7,260
+354
259
$1.09M 0.01%
+30,424
260
$1.09M 0.01%
18,421
+5,555
261
$1.09M 0.01%
31,152
-365
262
$1.08M 0.01%
7,080
+120
263
$1.06M 0.01%
3,624
+157
264
$1.05M 0.01%
6,347
-1,593
265
$1.05M 0.01%
19,166
+1,802
266
$1.04M 0.01%
5,592
-292
267
$1.04M 0.01%
4,455
+2,658
268
$1.04M 0.01%
7,082
+359
269
$1.04M 0.01%
60,210
+238
270
$1.03M 0.01%
9,165
+18
271
$1.03M 0.01%
88,632
+64,364
272
$1.03M 0.01%
30,500
+14,570
273
$1.03M 0.01%
18,327
+2,827
274
$1.02M 0.01%
13,182
+1,850
275
$1.02M 0.01%
21,821
-513
9 10
11
12 13