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
276
$1.29M 0.01%
26,306
+360
277
$1.28M 0.01%
29,575
+6,142
278
$1.28M 0.01%
4,014
-647
279
$1.28M 0.01%
35,421
+27,712
280
$1.26M 0.01%
21,798
+1,710
281
$1.25M 0.01%
24,046
+1,381
282
$1.23M 0.01%
11,507
+4,122
283
$1.22M 0.01%
8,412
+689
284
$1.21M 0.01%
11,981
+3,106
285
$1.21M 0.01%
24,531
+2,674
286
$1.21M 0.01%
11,831
+105
287
$1.2M 0.01%
42,066
-78
288
$1.2M 0.01%
+71,610
289
$1.2M 0.01%
38,143
-726
290
$1.19M 0.01%
80,168
+68,470
291
$1.18M 0.01%
20,089
+830
292
$1.18M 0.01%
11,130
-166
293
$1.17M 0.01%
44,747
+15,572
294
$1.17M 0.01%
14,549
+474
295
$1.16M 0.01%
93,810
-20,244
296
$1.16M 0.01%
5,646
-10
297
$1.15M 0.01%
24,542
-8,033
298
$1.15M 0.01%
20,618
-1,594
299
$1.14M 0.01%
8,857
+541
300
$1.14M 0.01%
4,092
+304