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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Sells

1 +$54.3M
2 +$48.9M
3 +$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7.9M 0.03%
14,718
+482
177
$7.9M 0.03%
47,445
-426
178
$7.89M 0.03%
26,295
-577
179
$7.89M 0.03%
39,901
+2,341
180
$7.82M 0.03%
47,914
+1,824
181
$7.8M 0.03%
18,991
-1,547
182
$7.74M 0.03%
47,387
-1,319
183
$7.68M 0.03%
65,413
+1,653
184
$7.65M 0.03%
38,707
-3,076
185
$7.65M 0.03%
30,579
-753
186
$7.58M 0.03%
186,171
+17,760
187
$7.53M 0.03%
80,094
-43,633
188
$7.42M 0.03%
128,714
-488
189
$7.26M 0.03%
14,001
-400
190
$7.16M 0.03%
32,668
-1,020
191
$7.15M 0.03%
152,123
-3,468
192
$7.15M 0.03%
185,318
-1,996
193
$7.12M 0.02%
193,029
+30,689
194
$7.1M 0.02%
41,316
+344
195
$7.09M 0.02%
45,430
+19,742
196
$7.07M 0.02%
72,515
+2,624
197
$6.97M 0.02%
340,692
+2,810
198
$6.95M 0.02%
176,427
-2,937
199
$6.95M 0.02%
115,325
+31,521
200
$6.94M 0.02%
76,401
-2,268