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 | |
|---|---|---|---|---|---|---|---|
| $1.22M | 0% | 2,680 +696 | +35% | +$316K | |||
| $1.21M | 0% | 2,878 -160 | -5% | -$67.2K | |||
| $1.19M | 0% | 8,549 -116 | -1% | -$16.1K | |||
| $1.17M | 0% | 22,049 +1,817 | +9% | +$96.7K | |||
| $1.16M | 0% | 14,947 -596 | -4% | -$46.4K | |||
| $1.16M | 0% | 42,582 -1,826 | -4% | -$49.6K | |||
| $1.15M | 0% | 19,259 +6,986 | +57% | +$416K | |||
| $1.14M | 0% | 9,562 -1,465 | -13% | -$175K | |||
| $1.14M | 0% | 76,179 +25,044 | +49% | +$375K | |||
| $1.14M | 0% | 7,252 +1,455 | +25% | +$229K | |||
| $1.14M | 0% | 6,786 +258 | +4% | +$43.4K | |||
| $1.14M | 0% | 16,728 -2,450 | -13% | -$167K | |||
| $1.14M | 0% | 13,490 +766 | +6% | +$64.6K | |||
| $1.13M | 0% | 1,943 +142 | +8% | +$82.6K | |||
| $1.13M | 0% | 28,387 -644 | -2% | -$25.6K | |||
| $1.12M | 0% | 13,000 +8,083 | +164% | +$695K | |||
| $1.12M | 0% | 12,100 +755 | +7% | +$69.7K | |||
| $1.11M | 0% | 24,306 -3,633 | -13% | -$166K | |||
| $1.1M | 0% | 16,670 +4,109 | +33% | +$272K | |||
| $1.1M | 0% | 16,895 +378 | +2% | +$24.7K | |||
| $1.1M | 0% | 14,217 +890 | +7% | +$69.1K | |||
| $1.09M | 0% | 21,286 +1,000 | +5% | +$51.2K | |||
| $1.09M | 0% | 13,915 -12,595 | -48% | -$984K | |||
| $1.08M | 0% | 18,397 -42,632 | -70% | -$2.51M | |||
| $1.06M | 0% | 15,993 +2,425 | +18% | +$160K |
