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 | |
|---|---|---|---|---|---|---|
276
iShares Core S&P 500 ETF
IVV
$662B
| $820K | 0.01% |
+3,258
| New | +$820K |
|
|
ABMD
277
DELISTED
Abiomed Inc
ABMD
| $817K | 0.01% |
+2,513
| New | +$817K |
|
278
Equity Residential
EQR
$25.3B
| $810K | 0.01% |
+12,278
| New | +$810K |
|
279
Baxter International
BAX
$12.7B
| $807K | 0.01% |
+12,267
| New | +$807K |
|
|
MRO
280
DELISTED
Marathon Oil Corporation
MRO
| $806K | 0.01% |
+56,218
| New | +$806K |
|
281
Goodyear
GT
$2.43B
| $804K | 0.01% |
+39,391
| New | +$804K |
|
282
Seagate
STX
$35.6B
| $799K | 0.01% |
+20,697
| New | +$799K |
|
283
Loews
L
$20.1B
| $794K | 0.01% |
+17,450
| New | +$794K |
|
284
EOG Resources
EOG
$68.2B
| $786K | 0.01% |
+9,015
| New | +$786K |
|
285
Corning
GLW
$57.4B
| $786K | 0.01% |
+26,007
| New | +$786K |
|
286
Arthur J. Gallagher & Co
AJG
$77.6B
| $778K | 0.01% |
+10,557
| New | +$778K |
|
287
Howmet Aerospace
HWM
$70.2B
| $775K | 0.01% |
+45,945
| New | +$775K |
|
288
Sysco
SYY
$38.5B
| $772K | 0.01% |
+12,316
| New | +$772K |
|
289
Autodesk
ADSK
$67.3B
| $770K | 0.01% |
+5,985
| New | +$770K |
|
290
Analog Devices
ADI
$124B
| $768K | 0.01% |
+8,953
| New | +$768K |
|
291
Essex Property Trust
ESS
$17.4B
| $765K | 0.01% |
+3,121
| New | +$765K |
|
292
Brighthouse Financial
BHF
$2.7B
| $763K | 0.01% |
+25,038
| New | +$763K |
|
293
HP
HPQ
$26.7B
| $762K | 0.01% |
+37,220
| New | +$762K |
|
294
Keysight
KEYS
$28.1B
| $754K | 0.01% |
+12,149
| New | +$754K |
|
295
Ralph Lauren
RL
$18B
| $754K | 0.01% |
+7,290
| New | +$754K |
|
|
CTXS
296
DELISTED
Citrix Systems Inc
CTXS
| $751K | 0.01% |
+7,325
| New | +$751K |
|
297
TechnipFMC
FTI
$15.1B
| $747K | 0.01% |
+38,139
| New | +$747K |
|
298
Workday
WDAY
$61.6B
| $746K | 0.01% |
+4,672
| New | +$746K |
|
299
The Mosaic Company
MOS
$10.6B
| $735K | 0.01% |
+25,176
| New | +$735K |
|
300
Ametek
AME
$42.7B
| $731K | 0.01% |
+10,800
| New | +$731K |
|