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 | |
|---|---|---|---|---|---|---|---|
| $1.42M | 0% | 23,674 | New | +$1.42M | |||
| $1.42M | 0% | 112,771 -3,424 | -3% | -$43K | |||
| $1.41M | 0% | 36,445 -3,229 | -8% | -$125K | |||
| $1.41M | 0% | 30,761 -23,743 | -44% | -$1.09M | |||
| $1.41M | 0% | 23,195 +6,419 | +38% | +$390K | |||
| $1.4M | 0% | 10,357 -7,230 | -41% | -$976K | |||
| $1.37M | 0% | 11,579 -544 | -4% | -$64.3K | |||
| $1.35M | 0% | 10,730 -1,486 | -12% | -$187K | |||
| $1.34M | 0% | 10,424 +3,998 | +62% | +$516K | |||
| $1.32M | 0% | 6,670 +890 | +15% | +$177K | |||
| $1.32M | 0% | 87,003 -615 | -0.7% | -$9.33K | |||
| $1.31M | 0% | 6,624 -522 | -7% | -$103K | |||
| $1.31M | 0% | 4,974 -917 | -16% | -$241K | |||
| $1.3M | 0% | 54,233 +28,941 | +114% | +$694K | |||
| $1.3M | 0% | 51,956 -1,032 | -2% | -$25.7K | |||
| $1.29M | 0% | 33,263 -40,179 | -55% | -$1.56M | |||
| $1.29M | 0% | 9,820 -51 | -0.5% | -$6.69K | |||
| $1.29M | 0% | 9,992 +1,529 | +18% | +$197K | |||
| $1.28M | 0% | 21,076 +1,240 | +6% | +$75.5K | |||
| $1.28M | 0% | 34,773 +6,195 | +22% | +$228K | |||
| $1.27M | 0% | 37,936 +6,528 | +21% | +$219K | |||
| $1.24M | 0% | 17,412 +3,870 | +29% | +$275K | |||
| $1.23M | 0% | 53,879 -8,769 | -14% | -$201K | |||
| $1.23M | 0% | 23,711 +1,013 | +4% | +$52.7K | |||
| $1.22M | 0% | 6,643 +3,790 | +133% | +$696K |
