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
201
$1.6M 0.01%
8,901
+198
202
$1.6M 0.01%
58,462
+4,453
203
$1.6M 0.01%
29,635
+1,818
204
$1.59M 0.01%
94,350
+3,450
205
$1.59M 0.01%
16,561
+264
206
$1.58M 0.01%
99,716
+13,545
207
$1.58M 0.01%
52,692
+4,693
208
$1.56M 0.01%
11,986
+252
209
$1.55M 0.01%
6,295
-256
210
$1.54M 0.01%
7,403
+4,294
211
$1.52M 0.01%
30,430
+156
212
$1.51M 0.01%
7,615
+2,877
213
$1.51M 0.01%
31,740
+6,747
214
$1.47M 0.01%
48,531
-6,912
215
$1.46M 0.01%
15,042
+1,397
216
$1.45M 0.01%
16,211
-1,098
217
$1.44M 0.01%
9,754
+143
218
$1.43M 0.01%
18,891
+209
219
$1.43M 0.01%
9,107
+1,847
220
$1.42M 0.01%
8,954
+655
221
$1.42M 0.01%
24,033
+5,706
222
$1.42M 0.01%
18,190
+5,008
223
$1.42M 0.01%
8,967
+1,885
224
$1.41M 0.01%
134,527
+6,378
225
$1.41M 0.01%
5,879
-1,196
7 8
9
10 11