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
$34.2B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Sells

1 +$354M
2 +$264M
3 +$231M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$35.8M

Sector Composition

1 Technology 5.44%
2 Financials 2.35%
3 Consumer Discretionary 1.88%
4 Communication Services 1.68%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$1.58M ﹤0.01%
12,216
+2,591
577
$1.57M ﹤0.01%
42,191
+21,787
578
$1.56M ﹤0.01%
9,156
-95
579
$1.56M ﹤0.01%
63,516
+494
580
$1.54M ﹤0.01%
11,666
+1,933
581
$1.54M ﹤0.01%
5,891
+2,009
582
$1.53M ﹤0.01%
4,680
+1,065
583
$1.53M ﹤0.01%
87,618
+1,424
584
$1.52M ﹤0.01%
30,140
+4,334
585
$1.52M ﹤0.01%
7,189
+897
586
$1.52M ﹤0.01%
16,144
+2,629
587
$1.52M ﹤0.01%
18,873
-662
588
$1.51M ﹤0.01%
46,337
+2,332
589
$1.5M ﹤0.01%
42,768
+5,053
590
$1.49M ﹤0.01%
5,857
+679
591
$1.49M ﹤0.01%
102,021
-1,862
592
$1.48M ﹤0.01%
5,197
+158
593
$1.48M ﹤0.01%
6,451
+64
594
$1.48M ﹤0.01%
25,535
+2,266
595
$1.47M ﹤0.01%
3,038
+122
596
$1.47M ﹤0.01%
19,178
+1,434
597
$1.46M ﹤0.01%
12,586
-2,791
598
$1.46M ﹤0.01%
11,706
-4,812
599
$1.44M ﹤0.01%
47,378
+4,158
600
$1.44M ﹤0.01%
35,723
+2,758