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
601
$1.42M ﹤0.01%
9,862
+654
602
$1.41M ﹤0.01%
41,457
+5,663
603
$1.4M ﹤0.01%
12,123
+2,328
604
$1.39M ﹤0.01%
9,033
-5,543
605
$1.38M ﹤0.01%
14,906
+12,984
606
$1.37M ﹤0.01%
9,558
+852
607
$1.35M ﹤0.01%
27,807
+3,352
608
$1.35M ﹤0.01%
8,665
+1,238
609
$1.35M ﹤0.01%
27,939
+4,321
610
$1.33M ﹤0.01%
26,347
-6,468
611
$1.33M ﹤0.01%
3,657
-458
612
$1.31M ﹤0.01%
16,367
-988
613
$1.3M ﹤0.01%
11,027
+3,753
614
$1.3M ﹤0.01%
9,871
+1,597
615
$1.28M ﹤0.01%
119,040
-9,115
616
$1.27M ﹤0.01%
15,543
-474
617
$1.26M ﹤0.01%
6,772
+473
618
$1.25M ﹤0.01%
22,698
+1,896
619
$1.24M ﹤0.01%
32,601
+9
620
$1.24M ﹤0.01%
44,408
-449
621
$1.23M ﹤0.01%
28,578
+9,017
622
$1.23M ﹤0.01%
52,988
+12,046
623
$1.23M ﹤0.01%
17,774
+5,036
624
$1.22M ﹤0.01%
5,151
-200
625
$1.22M ﹤0.01%
43,835
+22,323