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 | |
|---|---|---|---|---|---|---|---|
| $288K | 0% | 4,069 | New | +$288K | |||
| $287K | 0% | 10,013 -50 | -0.5% | -$1.43K | |||
| $284K | 0% | 2,773 +836 | +43% | +$85.6K | |||
| $281K | 0% | 2,066 +184 | +10% | +$25K | |||
| $278K | 0% | 4,911 -538 | -10% | -$30.5K | |||
| $277K | 0% | 20,518 +651 | +3% | +$8.78K | |||
| $277K | 0% | 14,237 | New | +$277K | |||
| $273K | 0% | 9,171 | New | +$273K | |||
| $273K | 0% | 2,569 | New | +$273K | |||
| $270K | 0% | 4,302 +2,289 | +114% | +$144K | |||
| $267K | 0% | 2,403 | New | +$267K | |||
| $265K | 0% | 13,439 +792 | +6% | +$15.6K | |||
| $265K | 0% | 859 -26 | -3% | -$8.02K | |||
| $262K | 0% | 11,748 -3,757 | -24% | -$83.9K | |||
| $262K | 0% | 10,963 +223 | +2% | +$5.32K | |||
| $255K | 0% | 6,002 | New | +$255K | |||
| $255K | 0% | 749 -56 | -7% | -$19.1K | |||
| $255K | 0% | 1,473 +514 | +54% | +$88.9K | |||
| $253K | 0% | 520 +57 | +12% | +$27.7K | |||
| $252K | 0% | 4,720 -1,519 | -24% | -$81K | |||
| $251K | 0% | 23,773 +4,775 | +25% | +$50.4K | |||
| $250K | 0% | 6,888 | New | +$250K | |||
| $248K | 0% | 5,478 +1,837 | +50% | +$83K | |||
| $247K | 0% | 2,592 -994 | -28% | -$94.6K | |||
| $245K | 0% | 7,936 | New | +$245K |
