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 | |
|---|---|---|---|---|---|---|---|
| $216K | 0% | 75,392 +9,843 | +15% | +$28.2K | |||
| $215K | 0% | 5,057 -828 | -14% | -$35.2K | |||
| $212K | 0% | 18,535 +6,217 | +50% | +$71.2K | |||
| $212K | 0% | 8,759 +3,786 | +76% | +$91.4K | |||
| $211K | 0% | 8,444 -214 | -2% | -$5.34K | |||
| $210K | 0% | 2,178 -74 | -3% | -$7.14K | |||
| $210K | 0% | 571 -18 | -3% | -$6.61K | |||
| $209K | 0% | 4,498 +385 | +9% | +$17.9K | |||
| $205K | 0% | 4,752 -9 | -0.2% | -$389 | |||
| $200K | 0% | 357 | New | +$200K | |||
| $199K | 0% | 16,665 | New | +$199K | |||
| $199K | 0% | 16,008 -2,122 | -12% | -$26.4K | |||
| $189K | 0% | 12,545 -7,091 | -36% | -$107K | |||
| $170K | 0% | 10,315 | New | +$170K | |||
| $154K | 0% | 15,887 | New | +$154K | |||
| $152K | 0% | 230,567 -18,429 | -7% | -$12.1K | |||
| $148K | 0% | 50,732 +21,556 | +74% | +$62.9K | |||
| $146K | 0% | 12,306 | New | +$146K | |||
| $146K | 0% | 22,081 -1,185 | -5% | -$7.81K | |||
| $145K | 0% | 107,112 +34,858 | +48% | +$47.1K | |||
| $117K | 0% | 20,032 | New | +$117K | |||
| $117K | 0% | 18,463 +1,877 | +11% | +$11.9K | |||
| $106K | 0% | 89,576 +51,825 | +137% | +$61.2K | |||
| $87.8K | 0% | 86,119 +51,559 | +149% | +$52.6K | |||
| $84.1K | 0% | 47,481 +7,279 | +18% | +$12.9K |
