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 | |
|---|---|---|---|---|---|---|---|
| $622K | 0% | 15,257 +1,719 | +13% | +$70.1K | |||
| $613K | 0% | 19,802 -4,304 | -18% | -$133K | |||
| $609K | 0% | 52,914 +441 | +0.8% | +$5.07K | |||
| $608K | 0% | 26,525 -64,104 | -71% | -$1.47M | |||
| $596K | 0% | 29,333 -1,208 | -4% | -$24.5K | |||
| $591K | 0% | 12,109 -325 | -3% | -$15.9K | |||
| $591K | 0% | 14,519 -22,509 | -61% | -$916K | |||
| $585K | 0% | 10,994 | New | +$585K | |||
| $575K | 0% | 12,588 -6,049 | -32% | -$276K | |||
| $574K | 0% | 9,488 +1,910 | +25% | +$116K | |||
| $573K | 0% | 3,037 -742 | -20% | -$140K | |||
| $568K | 0% | 8,163 -681 | -8% | -$47.4K | |||
| $565K | 0% | 233,286 +86,255 | +59% | +$209K | |||
| $563K | 0% | 14,273 -1,423 | -9% | -$56.1K | |||
| $558K | 0% | 19,081 +1,570 | +9% | +$45.9K | |||
| $550K | 0% | 2,067 +278 | +16% | +$74K | |||
| $549K | 0% | 5,751 +1,039 | +22% | +$99.2K | |||
| $543K | 0% | 24,217 +10,012 | +70% | +$225K | |||
| $539K | 0% | 4,462 -353 | -7% | -$42.7K | |||
| $526K | 0% | 10,326 -486 | -5% | -$24.8K | |||
| $526K | 0% | 5,513 -1,117 | -17% | -$107K | |||
| $522K | 0% | 12,892 +1,552 | +14% | +$62.8K | |||
| $518K | 0% | 3,785 +1,949 | +106% | +$267K | |||
| $517K | 0% | 4,099 +1,210 | +42% | +$153K | |||
| $510K | 0% | 907 -288 | -24% | -$162K |
