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
151
$2.23M 0.02%
14,009
+8,774
152
$2.12M 0.02%
28,229
+396
153
$2.12M 0.02%
14,239
-285
154
$2.12M 0.02%
26,440
-74
155
$2.08M 0.02%
20,838
+832
156
$2.08M 0.02%
18,118
+1,312
157
$2.07M 0.02%
49,457
+25,856
158
$2.07M 0.02%
6,970
-184
159
$2.07M 0.02%
16,580
+2,372
160
$2.06M 0.02%
17,696
+258
161
$2.06M 0.02%
17,660
-39
162
$2.06M 0.02%
9,518
+276
163
$2.04M 0.02%
26,425
-748
164
$2.03M 0.02%
49,733
-13,571
165
$2.03M 0.02%
19,581
+3,492
166
$2.02M 0.02%
13,013
-5,245
167
$2.02M 0.02%
21,909
+3,174
168
$2.01M 0.02%
8,204
+512
169
$2M 0.02%
33,202
+14,664
170
$2M 0.02%
27,303
+1,518
171
$1.98M 0.02%
8,913
+925
172
$1.97M 0.02%
26,667
+1,116
173
$1.95M 0.02%
28,369
-855
174
$1.94M 0.02%
118,520
+4,169
175
$1.92M 0.02%
113,347
-14,957
5 6
7
8 9