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
$21.1B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Sells

1 +$5.28M
2 +$4.29M
3 +$2.39M
4
MRK icon
Merck
MRK
+$2.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M

Sector Composition

1 Technology 2.73%
2 Financials 1.79%
3 Consumer Discretionary 1.4%
4 Communication Services 1.2%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5.5M 0.03%
57,157
+3,738
127
$5.49M 0.03%
67,450
+11,849
128
$5.46M 0.03%
29,293
+6,255
129
$5.43M 0.03%
83,510
+7,700
130
$5.35M 0.03%
85,676
+6,661
131
$5.32M 0.03%
111,493
-1,652
132
$5.28M 0.03%
355,240
+28,469
133
$5.24M 0.02%
86,771
+18,593
134
$5.19M 0.02%
+221,183
135
$5.13M 0.02%
74,485
+12,240
136
$5.12M 0.02%
133,960
+17,889
137
$5.03M 0.02%
83,115
+10,383
138
$5.01M 0.02%
14,206
+1,101
139
$4.97M 0.02%
238,548
+16,888
140
$4.92M 0.02%
120,580
+1,599
141
$4.86M 0.02%
58,281
+15,124
142
$4.82M 0.02%
48,824
+15,072
143
$4.79M 0.02%
13,508
+10,962
144
$4.75M 0.02%
205,614
+28,651
145
$4.69M 0.02%
17,371
+2,620
146
$4.62M 0.02%
77,228
+13,842
147
$4.59M 0.02%
24,072
+4,655
148
$4.59M 0.02%
173,958
+12,040
149
$4.46M 0.02%
26,826
-170
150
$4.42M 0.02%
165,425
+5,758