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
351
$572K 0.01%
11,757
-3,042
352
$572K 0.01%
3,756
+1,324
353
$569K 0.01%
3,244
+840
354
$565K 0.01%
1,878
+813
355
$559K 0.01%
28,748
-8,472
356
$559K 0.01%
+36,429
357
$559K 0.01%
5,503
-137
358
$552K 0.01%
18,048
-8,905
359
$538K 0.01%
1,892
-278
360
$535K 0.01%
3,855
-5,218
361
$520K ﹤0.01%
28,165
-5,767
362
$519K ﹤0.01%
4,346
+506
363
$518K ﹤0.01%
12,000
+6,870
364
$518K ﹤0.01%
2,317
-1,527
365
$510K ﹤0.01%
9,916
-2,362
366
$508K ﹤0.01%
9,414
-18,487
367
$506K ﹤0.01%
+2,275
368
$499K ﹤0.01%
2,909
+609
369
$481K ﹤0.01%
9,096
+829
370
$479K ﹤0.01%
3,941
+112
371
$474K ﹤0.01%
+13,223
372
$471K ﹤0.01%
9,121
-887
373
$466K ﹤0.01%
6,557
+221
374
$465K ﹤0.01%
6,128
-43
375
$460K ﹤0.01%
4,428
+48
13 14
15
16 17