Wealthfront Advisers Portfolio holdings
AUM
$38.8B
This Quarter Return
-10.59%
1 Year Return
+14.38%
3 Year Return
+46.78%
5 Year Return
+67.39%
10 Year Return
–
AUM
$9.41B
AUM Growth
–
Cap. Flow
+$9.41B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 1.53% |
| 3 | Healthcare | 1.25% |
| 4 | Communication Services | 0.99% |
| 5 | Consumer Discretionary | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.86T
| $16.4M | 0.17% |
+125,339
| New | +$16.4M |
|
27
Berkshire Hathaway Class B
BRK.B
$1.09T
| $15.2M | 0.16% |
+74,369
| New | +$15.2M |
|
28
Alphabet (Google) Class C
GOOG
$2.58T
| $15.1M | 0.16% |
+14,572
| New | +$15.1M |
|
29
JPMorgan Chase
JPM
$829B
| $13.7M | 0.15% |
+140,467
| New | +$13.7M |
|
|
30
Alphabet (Google) Class A
GOOGL
$2.57T
| $13M | 0.14% |
+12,455
| New | +$13M |
|
31
UnitedHealth
UNH
$281B
| $12.9M | 0.14% |
+51,816
| New | +$12.9M |
|
32
Merck
MRK
$210B
| $12.3M | 0.13% |
+160,618
| New | +$12.3M |
|
33
Procter & Gamble
PG
$368B
| $11.4M | 0.12% |
+124,498
| New | +$11.4M |
|
34
Visa
V
$683B
| $11.4M | 0.12% |
+86,121
| New | +$11.4M |
|
35
Verizon
VZ
$186B
| $11.1M | 0.12% |
+196,611
| New | +$11.1M |
|
36
Johnson & Johnson
JNJ
$427B
| $11M | 0.12% |
+85,259
| New | +$11M |
|
37
Bank of America
BAC
$376B
| $10.9M | 0.12% |
+440,335
| New | +$10.9M |
|
38
Pfizer
PFE
$141B
| $10.7M | 0.11% |
+245,359
| New | +$10.7M |
|
39
Mastercard
MA
$538B
| $9.85M | 0.1% |
+52,232
| New | +$9.85M |
|
40
Intel
INTC
$107B
| $9.62M | 0.1% |
+205,081
| New | +$9.62M |
|
41
Cisco
CSCO
$274B
| $9.15M | 0.1% |
+211,156
| New | +$9.15M |
|
42
Boeing
BA
$177B
| $9.15M | 0.1% |
+28,360
| New | +$9.15M |
|
43
Home Depot
HD
$405B
| $8.61M | 0.09% |
+50,107
| New | +$8.61M |
|
44
AbbVie
ABBV
$372B
| $8.34M | 0.09% |
+90,407
| New | +$8.34M |
|
45
Schwab US REIT ETF
SCHH
$8.37B
| $8.19M | 0.09% |
+212,683
| New | +$8.19M |
|
46
McDonald's
MCD
$224B
| $7.94M | 0.08% |
+44,703
| New | +$7.94M |
|
47
Coca-Cola
KO
$297B
| $7.62M | 0.08% |
+161,013
| New | +$7.62M |
|
48
Chevron
CVX
$324B
| $7.55M | 0.08% |
+69,378
| New | +$7.55M |
|
49
AT&T
T
$209B
| $7.06M | 0.08% |
+247,435
| New | +$7.06M |
|
50
Abbott
ABT
$231B
| $6.95M | 0.07% |
+96,081
| New | +$6.95M |
|