Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$1.42B 12.32%
33,996,983
-2,144,162
2
$1.34B 11.64%
8,922,872
+182,784
3
$1.19B 10.34%
27,981,826
+60,862
4
$1.06B 9.24%
66,313,820
+13,010,886
5
$878M 7.63%
16,537,852
+1,308,139
6
$747M 6.49%
63,549,654
+3,745,596
7
$720M 6.26%
13,997,060
+1,866,821
8
$645M 5.6%
5,596,818
+84,658
9
$371M 3.23%
4,249,517
+126,924
10
$365M 3.17%
2,938,152
+204,935
11
$321M 2.79%
18,151,557
+279,798
12
$296M 2.57%
2,495,519
+49,332
13
$286M 2.48%
5,704,091
-128,465
14
$237M 2.06%
2,092,556
+203,219
15
$119M 1.04%
1,403,104
+656,906
16
$117M 1.01%
744,153
+20,604
17
$75.8M 0.66%
281,783
+6,308
18
$59.1M 0.51%
439,002
-6,486
19
$51.8M 0.45%
386,829
+13,349
20
$50.9M 0.44%
798,488
-777,320
21
$46.1M 0.4%
554,895
+101,864
22
$42.9M 0.37%
379,244
-6,145
23
$37.9M 0.33%
765,120
+15,044
24
$36.2M 0.31%
382,380
+4,220
25
$25.5M 0.22%
906,840
+16,238
1
2 3 4 5