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
$10.8B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$445M
2
+$89.9M
3
+$72M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$70.8M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$8.97M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.81M

Sector Composition

1 Financials 1.65%
2 Technology 1.59%
3 Healthcare 1.05%
4 Communication Services 0.94%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.01%
28,607
+347
227
$1.21M 0.01%
72,440
+16,222
228
$1.2M 0.01%
5,992
+1,257
229
$1.2M 0.01%
9,330
-412
230
$1.19M 0.01%
6,565
+1,761
231
$1.18M 0.01%
34,869
-754
232
$1.16M 0.01%
8,879
-797
233
$1.15M 0.01%
15,392
-1,245
234
$1.14M 0.01%
19,090
-1,033
235
$1.14M 0.01%
44,558
-1,426
236
$1.13M 0.01%
+32,571
237
$1.11M 0.01%
78,580
-2,527
238
$1.11M 0.01%
70,359
-2,590
239
$1.11M 0.01%
13,614
+1,347
240
$1.11M 0.01%
13,774
+891
241
$1.1M 0.01%
46,400
-2,036
242
$1.09M 0.01%
12,464
+315
243
$1.08M 0.01%
23,753
+2,856
244
$1.08M 0.01%
30,082
-5,195
245
$1.07M 0.01%
11,219
+329
246
$1.06M 0.01%
11,435
-2,687
247
$1.06M 0.01%
2,346
-403
248
$1.06M 0.01%
3,939
+199
249
$1.06M 0.01%
5,884
-671
250
$1.05M 0.01%
26,405
+5,255
8 9
10
11 12