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 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
126
$2.66M 0.02%
28,176
+1,647
127
$2.63M 0.02%
16,318
-1,119
128
$2.6M 0.02%
41,310
+16,360
129
$2.59M 0.02%
73,191
+42,162
130
$2.58M 0.02%
92,303
+39,806
131
$2.56M 0.02%
34,840
-999
132
$2.56M 0.02%
26,932
+3,066
133
$2.55M 0.02%
123,830
-2,208
134
$2.54M 0.02%
29,738
+5,152
135
$2.5M 0.02%
16,135
+877
136
$2.47M 0.02%
157,708
+4,557
137
$2.46M 0.02%
26,980
-581
138
$2.44M 0.02%
32,884
+175
139
$2.42M 0.02%
63,835
+11,889
140
$2.35M 0.02%
16,943
-580
141
$2.35M 0.02%
20,781
+851
142
$2.35M 0.02%
12,874
+1,723
143
$2.35M 0.02%
26,153
-967
144
$2.35M 0.02%
9,572
-21
145
$2.31M 0.02%
5,189
-331
146
$2.29M 0.02%
15,446
-1,007
147
$2.29M 0.02%
13,592
+10,267
148
$2.28M 0.02%
45,001
+24,759
149
$2.27M 0.02%
8,526
-90
150
$2.23M 0.02%
11,533
+391