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
$34.2B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Sells

1 +$354M
2 +$264M
3 +$231M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$35.8M

Sector Composition

1 Technology 5.44%
2 Financials 2.35%
3 Consumer Discretionary 1.88%
4 Communication Services 1.68%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$411K ﹤0.01%
8,513
+1,164
802
$409K ﹤0.01%
15,345
+1,836
803
$398K ﹤0.01%
2,889
-3,211
804
$391K ﹤0.01%
5,940
+577
805
$390K ﹤0.01%
4,594
+263
806
$388K ﹤0.01%
6,594
-250
807
$386K ﹤0.01%
1,879
-339
808
$386K ﹤0.01%
15,505
+6,141
809
$384K ﹤0.01%
5,162
+247
810
$376K ﹤0.01%
2,426
+51
811
$376K ﹤0.01%
4,246
+265
812
$373K ﹤0.01%
9,963
+4,402
813
$373K ﹤0.01%
4,917
+352
814
$371K ﹤0.01%
3,586
+1,423
815
$359K ﹤0.01%
10,510
+860
816
$358K ﹤0.01%
13,900
+2,485
817
$351K ﹤0.01%
11,989
+273
818
$350K ﹤0.01%
3,319
-5,889
819
$339K ﹤0.01%
3,772
-106
820
$336K ﹤0.01%
15,347
+3,468
821
$336K ﹤0.01%
4,888
-3,765
822
$331K ﹤0.01%
248,996
+87,139
823
$331K ﹤0.01%
18,998
-8,132
824
$321K ﹤0.01%
19,636
+6,271
825
$320K ﹤0.01%
4,238
+420