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
301
$773K 0.01%
6,481
+79
302
$770K 0.01%
16,146
-24,067
303
$763K 0.01%
32,215
-5,002
304
$752K 0.01%
23,569
-20,353
305
$746K 0.01%
4,507
+1
306
$743K 0.01%
42,456
-8,803
307
$740K 0.01%
27,776
-7,363
308
$733K 0.01%
50,049
-9,863
309
$733K 0.01%
38,773
-3,585
310
$729K 0.01%
9,729
+5,308
311
$724K 0.01%
10,172
+533
312
$719K 0.01%
6,663
+653
313
$717K 0.01%
6,663
-29
314
$716K 0.01%
8,902
-84
315
$711K 0.01%
42,345
-1,750
316
$709K 0.01%
+26,913
317
$703K 0.01%
31,526
+686
318
$701K 0.01%
5,601
+189
319
$692K 0.01%
12,731
-1,063
320
$689K 0.01%
9,932
-5,569
321
$679K 0.01%
6,810
-515
322
$675K 0.01%
15,571
-549
323
$674K 0.01%
11,654
+6,040
324
$670K 0.01%
13,260
+248
325
$656K 0.01%
12,346
+278
11 12
13
14 15