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
$11.9B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$84.6M
3
+$63.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$23.9M

Top Sells

1
+$94.2M
2
+$19.8M
3
+$5.29M
4
PFE icon
Pfizer
PFE
+$2.72M
5
NFLX icon
Netflix
NFLX
+$2.38M

Sector Composition

1 Financials 1.78%
2 Technology 1.69%
3 Healthcare 0.92%
4 Communication Services 0.89%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.21M 0.07%
59,901
-1,234
52
$8.19M 0.07%
37,679
-6,325
53
$8.02M 0.07%
147,228
+15,925
54
$8M 0.07%
67,461
-2,669
55
$7.93M 0.07%
94,820
-863
56
$7.75M 0.07%
26,894
+1,083
57
$7.29M 0.06%
144,515
+16,913
58
$7.28M 0.06%
141,254
-13,066
59
$7.25M 0.06%
248,690
+16,346
60
$7.02M 0.06%
99,432
-2,711
61
$6.88M 0.06%
66,443
-11,045
62
$6.64M 0.06%
113,920
+3,796
63
$6.58M 0.06%
68,640
+11,619
64
$5.71M 0.05%
60,803
+1,420
65
$5.7M 0.05%
92,226
+5,570
66
$5.5M 0.05%
32,529
-1,320
67
$5.5M 0.05%
1,263,800
+285,440
68
$5.28M 0.04%
95,956
-10
69
$5.25M 0.04%
32,392
-1,399
70
$5.22M 0.04%
27,162
+609
71
$5.09M 0.04%
57,530
+958
72
$4.9M 0.04%
88,474
+6,524
73
$4.81M 0.04%
37,582
+461
74
$4.78M 0.04%
63,170
+5,492
75
$4.78M 0.04%
62,935
-11,655
1 2
3
4 5