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
376
$735K 0.01%
180
-6
377
$732K 0.01%
758
+147
378
$712K 0.01%
8,341
-161
379
$711K 0.01%
+17,277
380
$709K 0.01%
15,195
-8,004
381
$701K 0.01%
8,870
+3,221
382
$678K ﹤0.01%
3,353
-8
383
$666K ﹤0.01%
5,746
-144
384
$665K ﹤0.01%
24,375
-820
385
$656K ﹤0.01%
5,226
+1,849
386
$653K ﹤0.01%
5,389
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387
$637K ﹤0.01%
3,917
-957
388
$633K ﹤0.01%
18,223
-17,166
389
$627K ﹤0.01%
2,662
-56
390
$615K ﹤0.01%
6,434
-429
391
$611K ﹤0.01%
6,547
-444
392
$608K ﹤0.01%
11,020
+4,255
393
$608K ﹤0.01%
14,862
-519
394
$604K ﹤0.01%
+29,682
395
$596K ﹤0.01%
53,930
+22,109
396
$595K ﹤0.01%
10,101
-333
397
$594K ﹤0.01%
1,153
+646
398
$583K ﹤0.01%
2,709
-6
399
$570K ﹤0.01%
16,585
-7,887
400
$567K ﹤0.01%
+28,938