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
301
$1.12M 0.01%
18,950
-4,592
302
$1.12M 0.01%
6,155
+647
303
$1.11M 0.01%
41,092
+3,624
304
$1.11M 0.01%
10,055
+439
305
$1.11M 0.01%
4,025
+682
306
$1.1M 0.01%
5,517
-615
307
$1.1M 0.01%
70,339
+8,597
308
$1.1M 0.01%
11,937
-427
309
$1.09M 0.01%
5,183
+356
310
$1.09M 0.01%
40,223
+3,040
311
$1.09M 0.01%
62,551
-3,834
312
$1.09M 0.01%
41,803
-7,356
313
$1.07M 0.01%
14,793
-1,580
314
$1.07M 0.01%
29,481
+309
315
$1.07M 0.01%
17,569
-1,607
316
$1.06M 0.01%
79,578
-4,331
317
$1.06M 0.01%
3,158
+384
318
$1.06M 0.01%
41,429
-3,947
319
$1.05M 0.01%
12,277
+178
320
$1.05M 0.01%
49,073
-2,546
321
$1.04M 0.01%
4,781
+105
322
$1.04M 0.01%
22,421
+3,186
323
$1.03M 0.01%
5,877
-157
324
$1.02M 0.01%
378,013
+5,718
325
$1.02M 0.01%
43,265
-735
11 12
13
14 15