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
301
$898K 0.01%
45,132
+16,967
302
$897K 0.01%
3,380
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303
$896K 0.01%
4,464
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304
$876K 0.01%
6,245
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305
$873K 0.01%
17,350
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$872K 0.01%
26,229
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307
$868K 0.01%
4,738
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308
$864K 0.01%
13,558
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309
$860K 0.01%
55,769
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310
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37,448
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311
$844K 0.01%
5,248
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312
$843K 0.01%
6,928
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313
$839K 0.01%
5,327
-223
314
$838K 0.01%
5,235
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315
$835K 0.01%
39,598
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316
$831K 0.01%
23,963
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317
$818K 0.01%
2,775
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318
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23,265
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319
$812K 0.01%
43,240
320
$796K 0.01%
14,292
+7,111
321
$795K 0.01%
11,228
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322
$794K 0.01%
20,572
-3,012
323
$794K 0.01%
14,519
+8,547
324
$780K 0.01%
929
+366
325
$776K 0.01%
29,463
+2,550