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
251
$5.42M 0.02%
343,068
+15,629
252
$5.34M 0.02%
92,193
+16,899
253
$5.34M 0.02%
68,318
+262
254
$5.32M 0.02%
146,517
+10,446
255
$5.29M 0.02%
398,455
+7,522
256
$5.17M 0.02%
41,051
-1,646
257
$5.08M 0.02%
10,622
-859
258
$5.08M 0.02%
106,096
-3,435
259
$5.07M 0.02%
38,608
+1,832
260
$5.06M 0.02%
20,815
+5,101
261
$5.06M 0.02%
15,161
+790
262
$5.05M 0.02%
39,053
+7,557
263
$5.02M 0.02%
231,632
+88,389
264
$5.01M 0.02%
47,373
-809
265
$4.96M 0.02%
6,011
-173
266
$4.96M 0.02%
55,283
-5,560
267
$4.95M 0.02%
92,227
-2,499
268
$4.92M 0.02%
137,102
+570
269
$4.91M 0.02%
21,258
+194
270
$4.89M 0.02%
159,437
+6,719
271
$4.89M 0.02%
11,777
+268
272
$4.89M 0.02%
52,505
+1,695
273
$4.87M 0.02%
173,256
-13,145
274
$4.87M 0.02%
152,978
+19,985
275
$4.86M 0.02%
7,761
+704