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
$11.5B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$96M
3
+$69.4M
4
VDE icon
Vanguard Energy ETF
VDE
+$55.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$44M

Top Sells

1
+$89.4M
2
+$49.5M
3
+$6.44M
4
INTC icon
Intel
INTC
+$2M
5
PM icon
Philip Morris
PM
+$1.77M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Consumer Discretionary 0.92%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$751K 0.01%
2,634
+467
327
$749K 0.01%
41,110
+2,337
328
$746K 0.01%
6,951
+3,607
329
$738K 0.01%
8,010
+5,256
330
$738K 0.01%
3,745
+476
331
$732K 0.01%
9,139
+478
332
$719K 0.01%
3,011
+1,807
333
$717K 0.01%
7,303
+493
334
$712K 0.01%
11,236
+1,507
335
$711K 0.01%
24,982
+10,285
336
$710K 0.01%
22,698
-2,694
337
$702K 0.01%
33,767
+5,019
338
$701K 0.01%
22,827
+11,737
339
$694K 0.01%
6,573
+904
340
$690K 0.01%
14,000
+2,243
341
$690K 0.01%
8,538
+600
342
$687K 0.01%
8,253
+1,023
343
$684K 0.01%
3,500
+48
344
$683K 0.01%
3,041
+766
345
$672K 0.01%
3,509
+201
346
$671K 0.01%
6,046
-617
347
$668K 0.01%
3,897
+235
348
$663K 0.01%
+22,624
349
$661K 0.01%
2,940
350
$658K 0.01%
2,391
+74
12 13
14
15 16