Wealthfront Advisers Portfolio holdings
AUM $37.3B
AUM
$37.3B
AUM Growth
+$3.03B (+9%)
Cap. Flow
+$1.27B
Cap. Flow % of AUM
3.41%
Top 10 Holdings %Top 10 Hldgs %
59.04%
Holding
949
New
37
Increased
590
Reduced
306
Closed
15
Top Buys
| 1 | $161M | |
| 2 | $159M | |
| 3 | $152M | |
| 4 | $143M | |
| 5 | $120M |
Top Sells
| 1 | $91.1M | |
| 2 | $82.3M | |
| 3 | $77.8M | |
| 4 | $59.1M | |
| 5 | $52.3M |
Sector Composition
| 1 | Technology | 4.72% |
| 2 | Financials | 2.41% |
| 3 | Consumer Discretionary | 1.62% |
| 4 | Healthcare | 1.58% |
| 5 | Communication Services | 1.57% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.88M | 0.01% | 22,067 +611 | +3% | +$52K | |||
| $1.87M | 0.01% | 24,674 -1,606 | -6% | -$121K | |||
| $1.83M | 0% | 15,609 +773 | +5% | +$90.8K | |||
| $1.83M | 0% | 8,818 +2,046 | +30% | +$425K | |||
| $1.82M | 0% | 7,960 +2,764 | +53% | +$633K | |||
| $1.82M | 0% | 101,950 -521 | -0.5% | -$9.32K | |||
| $1.82M | 0% | 19,074 +2,339 | +14% | +$223K | |||
| $1.82M | 0% | 8,676 -253 | -3% | -$53K | |||
| $1.81M | 0% | 25,013 +3,065 | +14% | +$222K | |||
| $1.79M | 0% | 8,193 +1,004 | +14% | +$220K | |||
| $1.79M | 0% | 11,701 -58 | -0.5% | -$8.87K | |||
| $1.79M | 0% | 5,831 +634 | +12% | +$194K | |||
| $1.78M | 0% | 7,321 +1,464 | +25% | +$357K | |||
| $1.78M | 0% | 10,237 -1,541 | -13% | -$267K | |||
| $1.78M | 0% | 60,654 +17,578 | +41% | +$515K | |||
| $1.77M | 0% | 30,043 -2,053 | -6% | -$121K | |||
| $1.77M | 0% | 151,800 +27,456 | +22% | +$319K | |||
| $1.75M | 0% | 19,822 -1,756 | -8% | -$155K | |||
| $1.74M | 0% | 932 -9 | -1% | -$16.8K | |||
| $1.73M | 0% | 24,243 -24,359 | -50% | -$1.74M | |||
| $1.71M | 0% | 63,226 -290 | -0.5% | -$7.83K | |||
| $1.69M | 0% | 33,945 -22,241 | -40% | -$1.11M | |||
| $1.68M | 0% | 6,624 +1,378 | +26% | +$350K | |||
| $1.68M | 0% | 5,933 -1,732 | -23% | -$490K | |||
| $1.67M | 0% | 50,337 +3,749 | +8% | +$125K |
