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
26
$22.5M 0.2%
116,582
+1,281
27
$16.7M 0.15%
149,319
+13,867
28
$16M 0.14%
92,248
+6,751
29
$15M 0.13%
56,605
+3,200
30
$14.7M 0.13%
68,895
+981
31
$13.8M 0.12%
255,360
-11,480
32
$13.1M 0.11%
119,549
+2,910
33
$12.7M 0.11%
439,141
-19,218
34
$12.4M 0.11%
155,315
+1,129
35
$12.3M 0.11%
227,680
-26,520
36
$12.3M 0.11%
88,178
-12,696
37
$11.3M 0.1%
205,962
+7,119
38
$11.1M 0.1%
53,184
+1,197
39
$10.7M 0.09%
44,004
-2,228
40
$10.4M 0.09%
28,621
-1,002
41
$9.98M 0.09%
174,713
-3,222
42
$9.49M 0.08%
67,950
-5,147
43
$9.25M 0.08%
365,413
+29,561
44
$9.09M 0.08%
129,737
+12,821
45
$8.9M 0.08%
400,774
-5,804
46
$8.87M 0.08%
77,488
+8,792
47
$8.79M 0.08%
207,984
+9,946
48
$8.73M 0.08%
70,130
+4
49
$8.69M 0.08%
41,849
+2,443
50
$8.38M 0.07%
203,992
+6,452
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