Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Energy Select Sector SPDR Fund
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
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
376
$455K ﹤0.01%
6,144
+1,460
377
$454K ﹤0.01%
10,948
-322
378
$454K ﹤0.01%
9,976
-1,318
379
$450K ﹤0.01%
6,480
+674
380
$446K ﹤0.01%
2,794
+2
381
$433K ﹤0.01%
28,047
-280
382
$425K ﹤0.01%
1,797
-7,201
383
$425K ﹤0.01%
37,680
+1,596
384
$425K ﹤0.01%
20,099
-12,180
385
$424K ﹤0.01%
1,683
+74
386
$423K ﹤0.01%
4,904
-28
387
$421K ﹤0.01%
62,779
-12,034
388
$417K ﹤0.01%
+4,148
389
$415K ﹤0.01%
3,680
+533
390
$414K ﹤0.01%
3,003
-236
391
$411K ﹤0.01%
1,993
+173
392
$409K ﹤0.01%
7,753
-660
393
$409K ﹤0.01%
6,440
+478
394
$407K ﹤0.01%
563
-22
395
$407K ﹤0.01%
3,554
+531
396
$407K ﹤0.01%
15,535
-17,778
397
$403K ﹤0.01%
8,686
+36
398
$402K ﹤0.01%
+10,891
399
$383K ﹤0.01%
14,044
+1,002
400
$381K ﹤0.01%
20,181
-15,150
14 15
16
17 18