Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$209M
2 +$96M
3 +$69.4M
4
VDE icon
Vanguard Energy ETF
VDE
+$55.9M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$44M

Top Sells

1 +$89.4M
2 +$49.5M
3 +$6.44M
4
INTC icon
Intel
INTC
+$2M
5
PM icon
Philip Morris
PM
+$1.77M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Consumer Discretionary 0.92%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$4.79M 0.04%
86,656
+3,913
77
$4.74M 0.04%
56,572
+4,455
78
$4.7M 0.04%
37,121
+1,995
79
$4.29M 0.04%
81,950
+6,700
80
$4.19M 0.04%
57,678
-4,222
81
$4.09M 0.04%
33,105
+2,783
82
$4.03M 0.04%
52,159
-93
83
$4.02M 0.03%
978,360
+6,440
84
$3.94M 0.03%
39,052
+3,640
85
$3.85M 0.03%
28,272
-3,894
86
$3.83M 0.03%
10,537
+1,673
87
$3.82M 0.03%
76,857
+16,496
88
$3.73M 0.03%
61,228
-14,836
89
$3.6M 0.03%
9,118
+2,201
90
$3.59M 0.03%
27,249
+892
91
$3.48M 0.03%
18,914
-1,334
92
$3.48M 0.03%
120,800
+5,910
93
$3.44M 0.03%
25,071
+4,293
94
$3.41M 0.03%
49,896
-6,742
95
$3.37M 0.03%
64,237
+3,934
96
$3.37M 0.03%
98,643
-7,671
97
$3.33M 0.03%
38,422
-1,220
98
$3.32M 0.03%
75,814
+8,185
99
$3.28M 0.03%
320,982
+96,390
100
$3.19M 0.03%
15,606
+544