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
326
$1M 0.01%
10,174
-250
327
$1M 0.01%
10,833
+610
328
$987K 0.01%
173,126
-13,871
329
$981K 0.01%
12,303
-791
330
$973K 0.01%
16,442
-1,300
331
$970K 0.01%
26,993
+8,609
332
$957K 0.01%
23,862
+8,302
333
$944K 0.01%
5,221
-103
334
$943K 0.01%
93,411
+9,605
335
$942K 0.01%
10,949
-4,181
336
$935K 0.01%
103,208
+31,163
337
$932K 0.01%
8,604
+1,158
338
$930K 0.01%
8,359
+2,673
339
$927K 0.01%
2,358
+10
340
$920K 0.01%
11,066
+151
341
$901K 0.01%
22,015
-610
342
$899K 0.01%
7,703
-245
343
$897K 0.01%
9,914
+1,156
344
$895K 0.01%
14,333
-4,455
345
$892K 0.01%
26,589
+3,848
346
$889K 0.01%
11,128
+693
347
$888K 0.01%
6,054
-2,255
348
$886K 0.01%
25,976
-989
349
$885K 0.01%
53,096
+7,155
350
$877K 0.01%
5,889
-40
12 13
14
15 16