Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$206M
2
+$95.4M
3
+$68.7M
4
VDE icon
Vanguard Energy ETF
VDE
+$56.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$43.3M

Top Sells

1
+$88.4M
2
+$49.8M
3
+$6.38M
4
INTC icon
Intel
INTC
+$2.08M
5
PM icon
Philip Morris
PM
+$1.87M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Communication Services 0.92%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.01%
18,185
-905
277
$1M 0.01%
6,523
-914
278
$1M 0.01%
4,922
-1,070
279
$999K 0.01%
6,084
-2,598
280
$995K 0.01%
11,360
+347
281
$986K 0.01%
10,853
+597
282
$982K 0.01%
12,655
+2,483
283
$970K 0.01%
30,270
+1,203
284
$961K 0.01%
21,398
-2,355
285
$957K 0.01%
30,458
-27,080
286
$952K 0.01%
28,379
-6,490
287
$949K 0.01%
23,601
-12,612
288
$948K 0.01%
44,193
-37,187
289
$946K 0.01%
13,017
-8,199
290
$945K 0.01%
35,633
-648
291
$938K 0.01%
8,547
-198
292
$929K 0.01%
20,205
+1,076
293
$928K 0.01%
78,888
+81
294
$921K 0.01%
25,999
+390
295
$918K 0.01%
20,242
+4,096
296
$918K 0.01%
2,645
+174
297
$915K 0.01%
4,450
-4
298
$909K 0.01%
2,482
+79
299
$906K 0.01%
15,055
-2,022
300
$898K 0.01%
12,836
+1,182
10 11
12
13 14