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
101
$3.15M 0.03%
21,416
+1,103
102
$3.1M 0.03%
96,866
-8,838
103
$3.08M 0.03%
33,339
+7,272
104
$3.04M 0.03%
34,497
+302
105
$3.02M 0.03%
56,707
+18,472
106
$3M 0.03%
63,304
+1,457
107
$2.99M 0.03%
36,523
+998
108
$2.98M 0.03%
36,547
-3,660
109
$2.92M 0.03%
75,711
+1,201
110
$2.92M 0.03%
18,258
-4,696
111
$2.88M 0.03%
17,437
+998
112
$2.87M 0.02%
14,027
+2,004
113
$2.86M 0.02%
29,366
-3,800
114
$2.85M 0.02%
52,812
+7,328
115
$2.83M 0.02%
91,122
-24,701
116
$2.82M 0.02%
9,613
+478
117
$2.8M 0.02%
65,387
-1,808
118
$2.79M 0.02%
54,154
+114
119
$2.74M 0.02%
27,120
+853
120
$2.73M 0.02%
45,960
+77
121
$2.69M 0.02%
67,726
+2,524
122
$2.68M 0.02%
54,611
-5,128
123
$2.67M 0.02%
20,041
+1,346
124
$2.63M 0.02%
126,038
+12,058
125
$2.63M 0.02%
128,304
+28,804
3 4
5
6 7