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
$11.5B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$96M
3
+$69.4M
4
VDE icon
Vanguard Energy ETF
VDE
+$55.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$44M

Top Sells

1
+$89.4M
2
+$49.5M
3
+$6.44M
4
INTC icon
Intel
INTC
+$2M
5
PM icon
Philip Morris
PM
+$1.77M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Consumer Discretionary 0.92%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.14M 0.07%
221,720
+3,110
52
$8.05M 0.07%
95,683
+2,019
53
$8.02M 0.07%
61,135
+5,922
54
$7.83M 0.07%
102,143
+7,867
55
$7.72M 0.07%
209,634
+13,977
56
$7.39M 0.06%
154,320
-41,858
57
$6.99M 0.06%
60,899
+2,578
58
$6.82M 0.06%
25,811
+784
59
$6.75M 0.06%
232,344
+16,602
60
$6.69M 0.06%
131,303
+13,883
61
$6.33M 0.06%
73,137
+4,952
62
$6.2M 0.05%
69,014
+6,172
63
$6.04M 0.05%
127,602
-4,656
64
$5.91M 0.05%
33,849
+2,295
65
$5.86M 0.05%
74,590
-22,577
66
$5.71M 0.05%
33,791
-199
67
$5.64M 0.05%
110,124
+500
68
$5.47M 0.05%
49,384
-7,529
69
$5.47M 0.05%
95,966
-5,620
70
$5.03M 0.04%
57,021
-14,038
71
$4.99M 0.04%
59,383
-3,601
72
$4.97M 0.04%
95,016
+2,569
73
$4.91M 0.04%
16,652
+2,990
74
$4.91M 0.04%
26,553
+2,067
75
$4.85M 0.04%
63,747
+28,663
1 2
3
4 5