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
426
$330K ﹤0.01%
2,481
+493
427
$326K ﹤0.01%
19,753
-175
428
$324K ﹤0.01%
2,659
+359
429
$323K ﹤0.01%
6,150
-6,196
430
$320K ﹤0.01%
+17,084
431
$319K ﹤0.01%
4,357
+347
432
$311K ﹤0.01%
8,488
-14,331
433
$310K ﹤0.01%
4,709
+564
434
$309K ﹤0.01%
3,729
+638
435
$307K ﹤0.01%
6,637
-3,279
436
$304K ﹤0.01%
3,037
+542
437
$299K ﹤0.01%
4,702
-545
438
$294K ﹤0.01%
2,539
-151
439
$294K ﹤0.01%
5,344
-107
440
$289K ﹤0.01%
2,684
+382
441
$287K ﹤0.01%
3,281
-385
442
$284K ﹤0.01%
2,565
+314
443
$284K ﹤0.01%
6,576
+121
444
$280K ﹤0.01%
2,648
+238
445
$279K ﹤0.01%
2,897
+8
446
$279K ﹤0.01%
2,252
-127
447
$278K ﹤0.01%
3,205
+221
448
$277K ﹤0.01%
2,113
-679
449
$273K ﹤0.01%
6,946
+328
450
$266K ﹤0.01%
2,609
+118
16 17
18
19 20