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
251
$1.04M 0.01%
31,517
-15,248
252
$1.02M 0.01%
15,500
-1,518
253
$1.01M 0.01%
59,972
+73
254
$1.01M 0.01%
+36,281
255
$1M 0.01%
3,467
+346
256
$999K 0.01%
6,960
-441
257
$995K 0.01%
20,774
+77
258
$993K 0.01%
3,490
+232
259
$991K 0.01%
17,077
+4,516
260
$991K 0.01%
6,906
+1,869
261
$986K 0.01%
40,098
-939
262
$984K 0.01%
16,771
-3,601
263
$980K 0.01%
6,977
-604
264
$975K 0.01%
23,584
+1,070
265
$963K 0.01%
9,147
+194
266
$957K 0.01%
17,758
-2,179
267
$956K 0.01%
29,419
-5,979
268
$952K 0.01%
9,535
+246
269
$945K 0.01%
78,807
-38,525
270
$940K 0.01%
33,916
+568
271
$935K 0.01%
2,059
+262
272
$925K 0.01%
+25,204
273
$924K 0.01%
20,339
+9,851
274
$913K 0.01%
22,334
-6,407
275
$911K 0.01%
3,424
-657
9 10
11
12 13