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
426
$410K ﹤0.01%
8,535
+221
427
$408K ﹤0.01%
4,123
-222
428
$406K ﹤0.01%
1,166
+590
429
$402K ﹤0.01%
11,288
-258
430
$398K ﹤0.01%
+2,340
431
$390K ﹤0.01%
7,584
-236
432
$387K ﹤0.01%
3,384
+224
433
$379K ﹤0.01%
8,069
+588
434
$379K ﹤0.01%
+16,200
435
$377K ﹤0.01%
2,851
+256
436
$374K ﹤0.01%
3,426
+836
437
$373K ﹤0.01%
+15,201
438
$372K ﹤0.01%
4,238
-820
439
$372K ﹤0.01%
2,374
-86
440
$372K ﹤0.01%
3,921
-94
441
$369K ﹤0.01%
3,484
-51
442
$367K ﹤0.01%
1,938
+10
443
$364K ﹤0.01%
3,136
-2,646
444
$364K ﹤0.01%
13,012
-165
445
$364K ﹤0.01%
2,985
+444
446
$363K ﹤0.01%
2,244
+85
447
$358K ﹤0.01%
304
-12
448
$347K ﹤0.01%
2,629
-36
449
$344K ﹤0.01%
3,417
-36
450
$344K ﹤0.01%
4,489
-45