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
$21.1B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Sells

1 +$5.28M
2 +$4.29M
3 +$2.39M
4
MRK icon
Merck
MRK
+$2.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M

Sector Composition

1 Technology 2.73%
2 Financials 1.79%
3 Consumer Discretionary 1.4%
4 Communication Services 1.2%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-2,438
627
-3,540
628
-6,709
629
-15,418
630
-770
631
-2,275
632
-16,670
633
-4,419
634
-5,157
635
-3,988
636
-810
637
-12,771
638
-1,892