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
351
$3.59M 0.01%
48,051
+13,085
352
$3.57M 0.01%
19,100
+7,313
353
$3.52M 0.01%
59,417
-3,371
354
$3.49M 0.01%
49,277
+2,843
355
$3.48M 0.01%
10,627
+882
356
$3.48M 0.01%
40,373
+6,680
357
$3.47M 0.01%
6,184
-290
358
$3.46M 0.01%
53,442
-1,850
359
$3.46M 0.01%
9,747
+978
360
$3.43M 0.01%
15,703
-718
361
$3.43M 0.01%
21,247
+2,779
362
$3.42M 0.01%
26,501
+1,463
363
$3.39M 0.01%
36,180
+7,720
364
$3.39M 0.01%
35,460
+321
365
$3.38M 0.01%
23,173
+1,474
366
$3.32M 0.01%
27,270
+1,105
367
$3.32M 0.01%
8,073
-66
368
$3.3M 0.01%
12,105
+844
369
$3.28M 0.01%
68,504
-3,496
370
$3.26M 0.01%
272,700
+17,958
371
$3.25M 0.01%
90,750
+12,893
372
$3.25M 0.01%
46,600
+13,912
373
$3.24M 0.01%
99,856
+11,174
374
$3.2M 0.01%
13,582
-511
375
$3.2M 0.01%
34,582
-3,366