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 | 4.69% |
| 2 | Financials | 2.41% |
| 3 | Consumer Discretionary | 1.65% |
| 4 | Healthcare | 1.58% |
| 5 | Communication Services | 1.56% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $80.5K | 0% | 19,349 +3,571 | +23% | +$14.9K | |||
| $69.2K | 0% | 16,889 +496 | +3% | +$2.03K | |||
| $62K | 0% | 16,450 +2,742 | +20% | +$10.3K | |||
| $40.8K | 0% | 63,885 | New | +$40.8K | |||
| $36.3K | 0% | 39,595 -6,316 | -14% | -$5.8K | |||
| $32.4K | 0% | 10,590 | New | +$32.4K | |||
| $17.3K | 0% | 28,538 -4,898 | -15% | -$2.96K | |||
| $14.6K | 0% | 27,952 -1 | +0% | -$1 | |||
| $9.03K | 0% | 13,617 | – | – | |||
| $0 | 0% | 0 -139,177 | Closed | – | |||
| $0 | 0% | 0 -2,546 | Closed | – | |||
| $0 | 0% | 0 -4,567 | Closed | – | |||
| $0 | 0% | 0 -29,010 | Closed | – | |||
| $0 | 0% | 0 -2,092 | Closed | – | |||
| $0 | 0% | 0 -5,124 | Closed | – | |||
| $0 | 0% | 0 -1,436 | Closed | – | |||
| $0 | 0% | 0 -91,802 | Closed | – | |||
| $0 | 0% | 0 -12,602 | Closed | – | |||
| $0 | 0% | 0 -3,117 | Closed | – | |||
| $0 | 0% | 0 -4,466 | Closed | – | |||
| $0 | 0% | 0 -563 | Closed | – | |||
| $0 | 0% | 0 -2,846 | Closed | – | |||
| $0 | 0% | 0 -102,019 | Closed | – | |||
| $0 | 0% | 0 -14,840 | Closed | – |
