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
276
$900K 0.01%
25,392
+6,264
277
$899K 0.01%
+12,866
278
$894K 0.01%
6,723
+183
279
$893K 0.01%
5,550
-4,397
280
$876K 0.01%
8,745
-646
281
$876K 0.01%
13,480
-11,604
282
$869K 0.01%
19,129
-2,532
283
$862K 0.01%
+2,471
284
$860K 0.01%
11,013
+456
285
$860K 0.01%
25,968
-39
286
$859K 0.01%
4,454
-218
287
$853K 0.01%
11,332
-2,652
288
$851K 0.01%
10,256
-544
289
$848K 0.01%
29,067
+12,762
290
$844K 0.01%
10,582
-1,779
291
$843K 0.01%
11,637
+1,697
292
$839K 0.01%
819
+473
293
$832K 0.01%
17,364
-86
294
$828K 0.01%
22,819
-2,219
295
$822K 0.01%
2,403
+187
296
$819K 0.01%
25,609
-9,247
297
$813K 0.01%
8,539
-476
298
$788K 0.01%
9,291
+602
299
$784K 0.01%
11,742
-574
300
$774K 0.01%
43,240
+13,450
10 11
12
13 14