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
$13.5B
AUM Growth
+$1.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Sells

1 +$17.7M
2 +$3.71M
3 +$2.71M
4
STI
SunTrust Banks, Inc.
STI
+$1.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.76M

Sector Composition

1 Technology 1.84%
2 Financials 1.79%
3 Healthcare 0.99%
4 Communication Services 0.93%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.61B 11.95%
9,845,024
+644,931
2
$1.56B 11.6%
35,513,557
+3,810,452
3
$1.37B 10.18%
81,638,402
+2,113,826
4
$1.35B 10.03%
30,426,890
+1,909,876
5
$1.1B 8.16%
20,554,726
+2,833,029
6
$866M 6.42%
16,107,128
+384,006
7
$851M 6.31%
66,400,332
+1,214,268
8
$734M 5.44%
5,888,450
+216,383
9
$431M 3.19%
3,365,168
+239,343
10
$420M 3.11%
4,521,215
+196,910
11
$369M 2.74%
19,122,198
+898,428
12
$347M 2.57%
2,755,704
+213,827
13
$290M 2.15%
2,533,539
+284,099
14
$281M 2.08%
5,546,076
-53,616
15
$130M 0.96%
782,990
+20,102
16
$100M 0.74%
1,668,409
+466,927
17
$83.9M 0.62%
283,592
-1,497
18
$76M 0.56%
932,192
-217,688
19
$66.5M 0.49%
906,064
+72,424
20
$64.5M 0.48%
409,165
+16,790
21
$63.4M 0.47%
755,463
+117,913
22
$62.6M 0.46%
423,585
-11,923
23
$41.2M 0.31%
361,659
-8,304
24
$35.8M 0.27%
387,180
+11,940
25
$27.1M 0.2%
957,318
+65,100