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
451
$241K ﹤0.01%
2,150
452
$240K ﹤0.01%
+6,258
453
$239K ﹤0.01%
+14,884
454
$239K ﹤0.01%
+1,204
455
$237K ﹤0.01%
1,988
-191
456
$237K ﹤0.01%
3,091
-565
457
$236K ﹤0.01%
+2,845
458
$234K ﹤0.01%
+2,495
459
$234K ﹤0.01%
+2,840
460
$230K ﹤0.01%
+2,672
461
$229K ﹤0.01%
+4,010
462
$227K ﹤0.01%
+2,302
463
$224K ﹤0.01%
2,491
-255
464
$222K ﹤0.01%
+3,720
465
$221K ﹤0.01%
+4,367
466
$218K ﹤0.01%
+1,721
467
$218K ﹤0.01%
+804
468
$211K ﹤0.01%
+3,930
469
$210K ﹤0.01%
+9,142
470
$208K ﹤0.01%
2,984
-749
471
$205K ﹤0.01%
2,410
-184
472
$204K ﹤0.01%
+2,251
473
$204K ﹤0.01%
4,592
-32,134
474
$203K ﹤0.01%
+2,851
475
$202K ﹤0.01%
+1,995
16 17 18
19
20