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
476
$211K ﹤0.01%
3,170
-378
477
$211K ﹤0.01%
+1,417
478
$210K ﹤0.01%
+2,701
479
$210K ﹤0.01%
+936
480
$207K ﹤0.01%
+755
481
$205K ﹤0.01%
2,185
-129
482
$204K ﹤0.01%
+5,272
483
$203K ﹤0.01%
1,613
484
$202K ﹤0.01%
+4,481
485
$201K ﹤0.01%
+1,935
486
$129K ﹤0.01%
+11,247
487
$45K ﹤0.01%
10,932
-23
488
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-5,564
489
– –
-1,721
490
– –
-22,072
491
– –
-5,361
492
– –
-3,821
493
– –
-19,366
494
– –
-9,142
495
– –
-31,772
496
– –
-6,710
497
– –
-1,995
498
– –
-4,592
499
– –
-40,098
500
– –
-21,701
17 18 19
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