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
326
$656K 0.01%
6,895
+843
327
$648K 0.01%
12,477
+39
328
$646K 0.01%
3,672
-184
329
$638K 0.01%
14,248
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330
$631K 0.01%
2,210
-303
331
$631K 0.01%
7,938
-33
332
$625K 0.01%
3,452
+462
333
$623K 0.01%
8,661
+722
334
$612K 0.01%
+4,255
335
$612K 0.01%
1,490
+439
336
$611K 0.01%
16,444
+2,799
337
$605K 0.01%
22,158
-3,018
338
$602K 0.01%
4,406
+1,823
339
$602K 0.01%
+21,701
340
$587K 0.01%
2,940
-40
341
$586K 0.01%
+15,930
342
$586K 0.01%
4,520
-2,770
343
$585K 0.01%
2,167
+1,116
344
$584K 0.01%
5,669
+3,431
345
$582K 0.01%
7,230
+172
346
$581K 0.01%
3,308
+976
347
$578K 0.01%
3,662
+676
348
$577K 0.01%
31,772
-7,619
349
$576K 0.01%
+22,072
350
$573K 0.01%
3,269
-269
12 13
14
15 16