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
176
$1.75M 0.02%
7,692
+1,319
177
$1.72M 0.02%
32,570
-838
178
$1.72M 0.01%
128,149
+9,161
179
$1.66M 0.01%
8,409
+326
180
$1.63M 0.01%
52,497
+12,122
181
$1.62M 0.01%
27,523
+123
182
$1.61M 0.01%
31,879
+3,586
183
$1.61M 0.01%
14,208
+431
184
$1.61M 0.01%
6,551
-1,282
185
$1.61M 0.01%
18,735
+2,054
186
$1.6M 0.01%
73,545
+2,830
187
$1.59M 0.01%
25,785
-684
188
$1.59M 0.01%
55,443
-134
189
$1.58M 0.01%
85,366
+11,650
190
$1.57M 0.01%
23,568
-1,679
191
$1.56M 0.01%
9,562
+554
192
$1.55M 0.01%
827
+11
193
$1.55M 0.01%
22,923
+9,443
194
$1.52M 0.01%
50,193
+5,635
195
$1.52M 0.01%
8,703
-1,776
196
$1.52M 0.01%
12,861
+1,206
197
$1.51M 0.01%
12,303
+359
198
$1.51M 0.01%
54,009
+2,804
199
$1.49M 0.01%
17,309
+13,489
200
$1.49M 0.01%
37,063
-2,355