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
126
$2.59M 0.02%
5,520
+332
127
$2.58M 0.02%
14,857
-549
128
$2.57M 0.02%
44,398
-4,645
129
$2.57M 0.02%
153,151
+28,851
130
$2.57M 0.02%
35,839
+1,588
131
$2.5M 0.02%
43,196
+9,629
132
$2.5M 0.02%
27,561
+4,931
133
$2.5M 0.02%
16,453
-1,678
134
$2.46M 0.02%
16,983
-8,327
135
$2.38M 0.02%
12,249
+927
136
$2.38M 0.02%
23,368
+5,042
137
$2.33M 0.02%
26,529
+507
138
$2.29M 0.02%
9,593
+87
139
$2.28M 0.02%
17,523
-358
140
$2.25M 0.02%
87,321
-2,523
141
$2.25M 0.02%
8,616
-59
142
$2.23M 0.02%
50,428
-20,618
143
$2.19M 0.02%
14,299
+3,218
144
$2.19M 0.02%
32,709
+80
145
$2.17M 0.02%
27,173
-1,125
146
$2.17M 0.02%
14,524
+825
147
$2.17M 0.02%
19,930
+51
148
$2.15M 0.02%
11,142
+213
149
$2.14M 0.02%
10,722
+1,277
150
$2.1M 0.02%
7,154
-2,652
4 5
6
7 8