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 | |
|---|---|---|---|---|---|---|---|
| $243K | 0% | 3,867 | New | +$243K | |||
| $241K | 0% | 7,263 +911 | +14% | +$30.3K | |||
| $241K | 0% | 2,362 | New | +$241K | |||
| $241K | 0% | 1,179 -1,791 | -60% | -$365K | |||
| $239K | 0% | 2,904 -1,342 | -32% | -$110K | |||
| $238K | 0% | 9,529 +3 | +0% | +$75 | |||
| $235K | 0% | 4,509 -100 | -2% | -$5.21K | |||
| $234K | 0% | 1,530 | New | +$234K | |||
| $232K | 0% | 3,200 | New | +$232K | |||
| $231K | 0% | 2,296 -672 | -23% | -$67.7K | |||
| $231K | 0% | 3,933 | New | +$231K | |||
| $230K | 0% | 2,925 +45 | +2% | +$3.54K | |||
| $227K | 0% | 5,246 -136 | -3% | -$5.89K | |||
| $226K | 0% | 7,432 +1,039 | +16% | +$31.6K | |||
| $226K | 0% | 445 -10 | -2% | -$5.08K | |||
| $226K | 0% | 3,822 | New | +$226K | |||
| $224K | 0% | 1,628 | New | +$224K | |||
| $224K | 0% | 7,401 | New | +$224K | |||
| $222K | 0% | 2,948 -715 | -20% | -$53.9K | |||
| $222K | 0% | 3,083 -2,762 | -47% | -$199K | |||
| $221K | 0% | 2,231 +60 | +3% | +$5.94K | |||
| $220K | 0% | 11,521 +626 | +6% | +$12K | |||
| $219K | 0% | 3,521 | New | +$219K | |||
| $219K | 0% | 961 | New | +$219K | |||
| $219K | 0% | 5,824 +217 | +4% | +$8.15K |
