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
301
$4.38M 0.02%
22,833
+3,078
302
$4.37M 0.02%
13,107
-1,263
303
$4.35M 0.02%
206,649
+21,957
304
$4.33M 0.02%
79,932
-56,532
305
$4.24M 0.01%
108,783
+3,567
306
$4.23M 0.01%
116,042
+35,741
307
$4.22M 0.01%
16,738
+226
308
$4.22M 0.01%
44,210
+5,082
309
$4.17M 0.01%
28,199
+3,237
310
$4.17M 0.01%
40,722
+1,830
311
$4.16M 0.01%
91,699
+13,644
312
$4.15M 0.01%
6,128
+70
313
$4.13M 0.01%
237,699
+19,589
314
$4.13M 0.01%
118,407
+8,209
315
$4.11M 0.01%
7,609
-162
316
$4.09M 0.01%
11,266
+609
317
$4.06M 0.01%
15,559
+3,145
318
$4.03M 0.01%
20,729
-3,400
319
$4.02M 0.01%
74,142
+32,893
320
$4.02M 0.01%
22,672
+752
321
$4M 0.01%
54,013
-694
322
$3.99M 0.01%
27,159
-616
323
$3.98M 0.01%
54,256
-1,824
324
$3.97M 0.01%
99,990
+31,810
325
$3.97M 0.01%
45,981
-1,067