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
201
$1.47M 0.01%
16,089
-205
202
$1.46M 0.01%
16,297
+1,327
203
$1.45M 0.01%
11,282
+63
204
$1.44M 0.01%
4,030
-241
205
$1.43M 0.01%
20,249
+10,273
206
$1.42M 0.01%
12,267
+195
207
$1.42M 0.01%
6,789
+224
208
$1.42M 0.01%
7,549
-397
209
$1.41M 0.01%
15,630
-1,515
210
$1.4M 0.01%
9,611
+281
211
$1.38M 0.01%
11,734
+238
212
$1.38M 0.01%
47,999
+900
213
$1.36M 0.01%
27,817
+46
214
$1.36M 0.01%
16,566
+1,141
215
$1.36M 0.01%
30,274
+3,869
216
$1.36M 0.01%
24,950
+15,536
217
$1.36M 0.01%
4,210
+271
218
$1.33M 0.01%
90,900
+1,050
219
$1.33M 0.01%
12,004
+2,469
220
$1.32M 0.01%
27,838
-7,014
221
$1.32M 0.01%
26,237
+788
222
$1.32M 0.01%
7,188
+213
223
$1.31M 0.01%
92,154
+19,714
224
$1.3M 0.01%
73,539
+3,180
225
$1.3M 0.01%
17,891
+2,499
7 8
9
10 11