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
$14B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$98.7M
2
+$46M
3
+$44.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32M
5
VDE icon
Vanguard Energy ETF
VDE
+$26M

Top Sells

1
+$35.1M
2
+$13M
3
+$8.91M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.64M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$4.83M

Sector Composition

1 Technology 2.69%
2 Financials 1.49%
3 Consumer Discretionary 1.4%
4 Healthcare 1.2%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.61M 0.01%
20,204
-361
227
$1.6M 0.01%
8,246
-206
228
$1.6M 0.01%
17,666
+20
229
$1.57M 0.01%
137,735
+41,782
230
$1.57M 0.01%
16,184
-434
231
$1.56M 0.01%
380,626
+120,082
232
$1.55M 0.01%
16,886
+5,207
233
$1.55M 0.01%
41,452
+25,851
234
$1.55M 0.01%
15,028
-763
235
$1.54M 0.01%
47,014
-28,766
236
$1.52M 0.01%
37,861
+4,966
237
$1.51M 0.01%
159,743
-8,931
238
$1.5M 0.01%
4,592
+170
239
$1.5M 0.01%
28,419
-27
240
$1.5M 0.01%
49,066
+629
241
$1.46M 0.01%
+74,044
242
$1.46M 0.01%
8,706
-330
243
$1.45M 0.01%
75,026
-3,254
244
$1.45M 0.01%
52,602
-12,706
245
$1.45M 0.01%
12,516
+293
246
$1.44M 0.01%
15,446
+963
247
$1.43M 0.01%
27,684
-1,044
248
$1.43M 0.01%
167,230
-14,037
249
$1.41M 0.01%
2,937
-278
250
$1.41M 0.01%
6,313
+422
8 9
10
11 12