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 | |
|---|---|---|---|---|---|---|---|
| $430K | 0% | 3,803 +1,030 | +37% | +$117K | |||
| $429K | 0% | 8,069 -6 | -0.1% | -$319 | |||
| $429K | 0% | 2,120 +868 | +69% | +$175K | |||
| $424K | 0% | 21,650 -5,483 | -20% | -$107K | |||
| $417K | 0% | 16,525 -705 | -4% | -$17.8K | |||
| $415K | 0% | 15,056 -3,625 | -19% | -$99.9K | |||
| $409K | 0% | 4,225 +202 | +5% | +$19.6K | |||
| $406K | 0% | 11,858 | New | +$406K | |||
| $405K | 0% | 6,281 +341 | +6% | +$22K | |||
| $401K | 0% | 2,454 | New | +$401K | |||
| $399K | 0% | 5,594 -308 | -5% | -$22K | |||
| $397K | 0% | 5,634 +472 | +9% | +$33.2K | |||
| $392K | 0% | 3,710 +391 | +12% | +$41.3K | |||
| $390K | 0% | 5,246 +1,568 | +43% | +$117K | |||
| $386K | 0% | 3,832 -949 | -20% | -$95.5K | |||
| $384K | 0% | 4,627 -10,279 | -69% | -$853K | |||
| $384K | 0% | 10,538 +28 | +0.3% | +$1.02K | |||
| $380K | 0% | 3,334 -118 | -3% | -$13.5K | |||
| $379K | 0% | 4,309 | New | +$379K | |||
| $377K | 0% | 4,510 -84 | -2% | -$7.02K | |||
| $377K | 0% | 9,574 -780 | -8% | -$30.7K | |||
| $376K | 0% | 7,094 -5,104 | -42% | -$270K | |||
| $375K | 0% | 13,087 -1,152 | -8% | -$33K | |||
| $365K | 0% | 988 -128 | -11% | -$47.3K | |||
| $364K | 0% | 51,103 +4,515 | +10% | +$32.1K |
