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
401
$379K ﹤0.01%
7,655
+260
402
$378K ﹤0.01%
5,972
-9,890
403
$377K ﹤0.01%
+2,792
404
$374K ﹤0.01%
14,697
-62,533
405
$365K ﹤0.01%
3,071
-5,187
406
$363K ﹤0.01%
+19,928
407
$357K ﹤0.01%
7,181
+1,160
408
$351K ﹤0.01%
3,344
+197
409
$349K ﹤0.01%
16,629
-33,216
410
$340K ﹤0.01%
4,303
+339
411
$336K ﹤0.01%
2,467
+222
412
$321K ﹤0.01%
3,820
+416
413
$318K ﹤0.01%
5,451
+230
414
$318K ﹤0.01%
1,051
+218
415
$316K ﹤0.01%
25,005
-4,764
416
$316K ﹤0.01%
+5,247
417
$315K ﹤0.01%
3,900
+536
418
$313K ﹤0.01%
9,271
-18,412
419
$313K ﹤0.01%
24,268
-6,259
420
$304K ﹤0.01%
+2,690
421
$300K ﹤0.01%
+2,530
422
$300K ﹤0.01%
3,666
+228
423
$300K ﹤0.01%
11,090
-58,046
424
$298K ﹤0.01%
+19,366
425
$298K ﹤0.01%
2,100
+212
15 16
17
18 19