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 | 4.69% |
| 2 | Financials | 2.41% |
| 3 | Consumer Discretionary | 1.65% |
| 4 | Healthcare | 1.58% |
| 5 | Communication Services | 1.56% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $508K | 0% | 12,564 -891 | -7% | -$36K | |||
| $507K | 0% | 8,811 -97 | -1% | -$5.58K | |||
| $505K | 0% | 6,371 -5,852 | -48% | -$464K | |||
| $503K | 0% | 3,982 -1,933 | -33% | -$244K | |||
| $503K | 0% | 9,671 -2,953 | -23% | -$154K | |||
| $502K | 0% | 15,999 | New | +$502K | |||
| $500K | 0% | 2,369 -2,137 | -47% | -$451K | |||
| $497K | 0% | 6,627 -308 | -4% | -$23.1K | |||
| $494K | 0% | 8,384 +2,682 | +47% | +$158K | |||
| $488K | 0% | 17,043 -16,021 | -48% | -$459K | |||
| $481K | 0% | 13,509 +2,365 | +21% | +$84.2K | |||
| $472K | 0% | 4,219 +865 | +26% | +$96.7K | |||
| $471K | 0% | 21,270 +5,923 | +39% | +$131K | |||
| $465K | 0% | 16,874 +1,529 | +10% | +$42.2K | |||
| $448K | 0% | 15,123 -3,769 | -20% | -$112K | |||
| $448K | 0% | 28,438 +5,206 | +22% | +$81.9K | |||
| $447K | 0% | 8,215 | New | +$447K | |||
| $445K | 0% | 39,872 -17,343 | -30% | -$194K | |||
| $445K | 0% | 15,131 -351 | -2% | -$10.3K | |||
| $442K | 0% | 11,931 +52 | +0.4% | +$1.93K | |||
| $440K | 0% | 7,738 -809 | -9% | -$46K | |||
| $436K | 0% | 7,195 -30,639 | -81% | -$1.86M | |||
| $436K | 0% | 8,673 +160 | +2% | +$8.04K | |||
| $436K | 0% | 2,944 -6,212 | -68% | -$919K | |||
| $431K | 0% | 30,364 -111,495 | -79% | -$1.58M |
