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
151
$2.04M 0.02%
15,258
+2,773
152
$2.03M 0.02%
27,833
+1,373
153
$2.03M 0.02%
11,151
+532
154
$2M 0.02%
36,469
+2,997
155
$2M 0.02%
51,946
+21,864
156
$2M 0.02%
7,075
-23
157
$2M 0.02%
20,006
+366
158
$1.99M 0.02%
26,514
-1,611
159
$1.99M 0.02%
23,866
+25
160
$1.94M 0.02%
16,806
+531
161
$1.94M 0.02%
16,802
+747
162
$1.93M 0.02%
78,255
+630
163
$1.92M 0.02%
114,351
-7,007
164
$1.91M 0.02%
44,515
-3,416
165
$1.9M 0.02%
9,242
-83
166
$1.89M 0.02%
137,024
-19,775
167
$1.88M 0.02%
17,699
-69
168
$1.86M 0.02%
24,586
-1,587
169
$1.86M 0.02%
53,446
-2,482
170
$1.84M 0.02%
29,224
-3,662
171
$1.81M 0.02%
7,988
+960
172
$1.81M 0.02%
17,438
-85
173
$1.77M 0.02%
25,794
+1,146
174
$1.76M 0.02%
10,338
+27
175
$1.76M 0.02%
25,551
-363
5 6
7
8 9