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
401
$566K ﹤0.01%
3,488
+106
402
$565K ﹤0.01%
9,693
-7,402
403
$547K ﹤0.01%
15,128
+2,153
404
$541K ﹤0.01%
3,512
-117
405
$541K ﹤0.01%
8,163
-401
406
$538K ﹤0.01%
7,142
+17
407
$532K ﹤0.01%
16,413
+103
408
$506K ﹤0.01%
2,690
-4
409
$497K ﹤0.01%
5,542
-3,304
410
$485K ﹤0.01%
13,155
-486
411
$480K ﹤0.01%
1,429
+4
412
$472K ﹤0.01%
2,259
-69
413
$471K ﹤0.01%
7,570
+731
414
$471K ﹤0.01%
4,817
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415
$470K ﹤0.01%
5,580
+244
416
$451K ﹤0.01%
8,185
+3,464
417
$447K ﹤0.01%
99,555
-9,294
418
$445K ﹤0.01%
3,566
-3
419
$443K ﹤0.01%
6,313
+2,509
420
$435K ﹤0.01%
22,888
+2,433
421
$427K ﹤0.01%
1,375
+562
422
$426K ﹤0.01%
11,727
-662
423
$422K ﹤0.01%
23,308
+2,752
424
$417K ﹤0.01%
4,672
-5,015
425
$412K ﹤0.01%
2,759
-318