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
$11.9B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$84.6M
3
+$63.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$23.9M

Top Sells

1
+$94.2M
2
+$19.8M
3
+$5.29M
4
PFE icon
Pfizer
PFE
+$2.72M
5
NFLX icon
Netflix
NFLX
+$2.38M

Sector Composition

1 Financials 1.78%
2 Technology 1.69%
3 Healthcare 0.92%
4 Communication Services 0.89%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 0.17%
112,901
-3,681
27
$17.5M 0.15%
148,856
-463
28
$16.9M 0.14%
277,260
+21,900
29
$16M 0.13%
261,660
+33,980
30
$15.8M 0.13%
92,082
-166
31
$15.5M 0.13%
124,360
+4,811
32
$15.4M 0.13%
56,652
+47
33
$14.1M 0.12%
67,923
-972
34
$13.9M 0.12%
476,811
+37,670
35
$12.6M 0.11%
54,448
+1,264
36
$12.1M 0.1%
150,804
-4,511
37
$11.8M 0.1%
411,264
+45,851
38
$11.4M 0.1%
188,987
+14,274
39
$10.9M 0.09%
28,750
+129
40
$10.4M 0.09%
117,728
+44,591
41
$10.2M 0.09%
78,504
-9,674
42
$9.93M 0.08%
200,976
-4,986
43
$9.58M 0.08%
212,425
+4,441
44
$9.37M 0.08%
397,224
-3,550
45
$9.34M 0.08%
43,505
+1,656
46
$8.98M 0.08%
129,988
+251
47
$8.83M 0.07%
96,771
+27,757
48
$8.41M 0.07%
65,066
+4,167
49
$8.4M 0.07%
212,352
+2,718
50
$8.25M 0.07%
63,304
-4,646
1
2
3 4 5