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
426
$295K ﹤0.01%
+2,754
427
$294K ﹤0.01%
+6,710
428
$287K ﹤0.01%
3,304
-153
429
$284K ﹤0.01%
+2,379
430
$283K ﹤0.01%
6,205
-3,012
431
$282K ﹤0.01%
5,564
-237
432
$278K ﹤0.01%
2,889
+223
433
$276K ﹤0.01%
+2,096
434
$273K ﹤0.01%
2,634
-4,852
435
$271K ﹤0.01%
2,592
-255
436
$271K ﹤0.01%
+2,190
437
$269K ﹤0.01%
4,145
+734
438
$267K ﹤0.01%
6,455
+570
439
$267K ﹤0.01%
+2,317
440
$267K ﹤0.01%
2,336
+81
441
$267K ﹤0.01%
2,300
+50
442
$264K ﹤0.01%
5,361
-7,518
443
$262K ﹤0.01%
1,300
+80
444
$261K ﹤0.01%
+5,257
445
$260K ﹤0.01%
+6,618
446
$254K ﹤0.01%
3,548
-109
447
$253K ﹤0.01%
3,749
+13
448
$251K ﹤0.01%
2,145
-175
449
$246K ﹤0.01%
3,821
-2,964
450
$244K ﹤0.01%
+2,314
16 17
18
19 20