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
$11.9B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$84.6M
3
+$63.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$23.9M

Top Sells

1
+$94.2M
2
+$19.8M
3
+$5.29M
4
PFE icon
Pfizer
PFE
+$2.72M
5
NFLX icon
Netflix
NFLX
+$2.38M

Sector Composition

1 Financials 1.78%
2 Technology 1.69%
3 Healthcare 0.92%
4 Communication Services 0.89%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.51M 0.03%
25,019
-52
102
$3.48M 0.03%
21,526
+110
103
$3.42M 0.03%
95,896
-970
104
$3.38M 0.03%
71,572
-5,285
105
$3.33M 0.03%
38,760
+2,237
106
$3.33M 0.03%
35,524
+1,027
107
$3.29M 0.03%
59,393
+6,581
108
$3.26M 0.03%
25,796
-2,476
109
$3.25M 0.03%
94,408
-4,235
110
$3.25M 0.03%
58,298
+1,591
111
$3.22M 0.03%
49,668
+3,708
112
$3.16M 0.03%
55,422
-5,806
113
$3.14M 0.03%
15,994
+1,137
114
$3.06M 0.03%
63,455
-1,932
115
$2.98M 0.03%
10,248
+635
116
$2.98M 0.03%
69,760
-6,054
117
$2.97M 0.02%
94,258
+3,136
118
$2.92M 0.02%
54,805
+194
119
$2.88M 0.02%
45,102
+704
120
$2.8M 0.02%
305,851
-15,131
121
$2.77M 0.02%
73,840
-1,871
122
$2.73M 0.02%
19,201
-840
123
$2.72M 0.02%
25,026
+1,658
124
$2.72M 0.02%
22,679
+10,370
125
$2.69M 0.02%
12,717
+468
3 4
5
6 7