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
$11.9B
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
1
$1.39B 11.65%
9,200,093
+277,221
2
$1.3B 10.92%
31,703,105
-2,293,878
3
$1.27B 10.62%
79,524,576
+13,210,756
4
$1.15B 9.63%
28,517,014
+535,188
5
$950M 7.97%
17,721,697
+1,183,845
6
$772M 6.47%
65,186,064
+1,636,410
7
$771M 6.46%
15,723,122
+1,726,062
8
$678M 5.69%
5,672,067
+75,249
9
$403M 3.38%
4,324,305
+74,788
10
$398M 3.34%
3,125,825
+187,673
11
$333M 2.79%
18,223,770
+72,213
12
$296M 2.48%
2,541,877
+46,358
13
$284M 2.38%
5,599,692
-104,399
14
$255M 2.14%
2,249,440
+156,884
15
$117M 0.98%
762,888
+18,735
16
$89.7M 0.75%
1,149,880
-253,224
17
$77.7M 0.65%
285,089
+3,306
18
$71.1M 0.6%
1,201,482
+402,994
19
$59.4M 0.5%
435,508
-3,494
20
$54.6M 0.46%
392,375
+5,546
21
$53.8M 0.45%
637,550
+82,655
22
$46.7M 0.39%
833,640
+68,520
23
$42.2M 0.35%
369,963
-9,281
24
$32.6M 0.27%
375,240
-7,140
25
$25.3M 0.21%
892,218
-14,622
1
2 3 4 5