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
351
$657K 0.01%
42,740
+395
352
$645K 0.01%
8,080
+3,176
353
$629K 0.01%
18,768
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354
$626K 0.01%
15,852
-592
355
$625K 0.01%
7,301
-1,990
356
$618K 0.01%
6,604
-291
357
$616K 0.01%
16,806
-8,398
358
$616K 0.01%
+35,789
359
$611K 0.01%
8,180
-722
360
$600K 0.01%
89,879
+27,100
361
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14,242
-9,663
362
$597K 0.01%
11,755
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363
$591K 0.01%
2,409
+416
364
$588K 0.01%
3,109
+315
365
$573K 0.01%
6,153
-2,386
366
$571K 0.01%
14,085
-163
367
$570K 0.01%
13,794
+2,903
368
$568K ﹤0.01%
8,953
-2,684
369
$568K ﹤0.01%
10,013
+892
370
$567K ﹤0.01%
22,355
+2,256
371
$559K ﹤0.01%
17,679
-369
372
$557K ﹤0.01%
3,325
-5,424
373
$555K ﹤0.01%
3,606
-150
374
$549K ﹤0.01%
5,422
-81
375
$548K ﹤0.01%
4,077
+1,932