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
251
$1.4M 0.01%
8,188
+462
252
$1.39M 0.01%
47,368
-1,965
253
$1.38M 0.01%
10,770
-372
254
$1.38M 0.01%
45,772
+6,211
255
$1.38M 0.01%
10,168
+1,262
256
$1.38M 0.01%
+37,554
257
$1.38M 0.01%
13,744
-13
258
$1.37M 0.01%
76,325
-5,528
259
$1.37M 0.01%
13,809
-39
260
$1.37M 0.01%
10,513
+3,393
261
$1.36M 0.01%
55,505
-29,093
262
$1.36M 0.01%
49,879
+7,637
263
$1.36M 0.01%
8,205
-354
264
$1.35M 0.01%
17,087
+486
265
$1.34M 0.01%
4,254
+278
266
$1.34M 0.01%
46,750
-795
267
$1.33M 0.01%
13,241
+67
268
$1.32M 0.01%
6,001
+417
269
$1.32M 0.01%
24,085
+71
270
$1.32M 0.01%
772
-11
271
$1.32M 0.01%
17,865
+1,532
272
$1.32M 0.01%
139,339
+22,033
273
$1.29M 0.01%
4,814
+39
274
$1.29M 0.01%
75,408
-11,699
275
$1.29M 0.01%
75,156
+3,124
9 10
11
12 13