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 | |
|---|---|---|---|---|---|---|---|
| $361K | 0% | 4,418 +180 | +4% | +$14.7K | |||
| $360K | 0% | 2,263 -6,006 | -73% | -$954K | |||
| $355K | 0% | 9,364 -2,662 | -22% | -$101K | |||
| $354K | 0% | 9,782 -181 | -2% | -$6.55K | |||
| $354K | 0% | 11,493 +3,910 | +52% | +$120K | |||
| $346K | 0% | 21,347 +9,021 | +73% | +$146K | |||
| $346K | 0% | 2,329 -97 | -4% | -$14.4K | |||
| $342K | 0% | 2,618 +190 | +8% | +$24.8K | |||
| $341K | 0% | 7,688 -5,880 | -43% | -$261K | |||
| $335K | 0% | 2,161 +786 | +57% | +$122K | |||
| $335K | 0% | 55,612 +21,602 | +64% | +$130K | |||
| $326K | 0% | 17,208 +3,308 | +24% | +$62.7K | |||
| $326K | 0% | 3,724 +1,144 | +44% | +$100K | |||
| $322K | 0% | 31,254 -1,659 | -5% | -$17.1K | |||
| $314K | 0% | 11,115 -874 | -7% | -$24.7K | |||
| $310K | 0% | 8,690 -617 | -7% | -$22K | |||
| $309K | 0% | 1,641 +436 | +36% | +$82K | |||
| $307K | 0% | 2,514 +301 | +14% | +$36.8K | |||
| $307K | 0% | 15,318 +4,619 | +43% | +$92.7K | |||
| $307K | 0% | 7,959 | New | +$307K | |||
| $300K | 0% | 1,967 -161 | -8% | -$24.6K | |||
| $300K | 0% | 3,686 -86 | -2% | -$7K | |||
| $289K | 0% | 1,831 +633 | +53% | +$100K | |||
| $289K | 0% | 3,871 +486 | +14% | +$36.3K | |||
| $289K | 0% | 2,532 | New | +$289K |
