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
451
$333K ﹤0.01%
996
-25
452
$332K ﹤0.01%
2,596
+86
453
$331K ﹤0.01%
778
-19
454
$330K ﹤0.01%
4,153
+263
455
$327K ﹤0.01%
8,017
+476
456
$324K ﹤0.01%
951
-167
457
$317K ﹤0.01%
3,469
+16
458
$315K ﹤0.01%
3,744
+622
459
$313K ﹤0.01%
10,867
-1,985
460
$311K ﹤0.01%
3,984
+521
461
$305K ﹤0.01%
2,482
-702
462
$304K ﹤0.01%
2,404
-60
463
$302K ﹤0.01%
8,180
-1,836
464
$301K ﹤0.01%
1,708
+263
465
$296K ﹤0.01%
+1,609
466
$294K ﹤0.01%
1,707
+35
467
$284K ﹤0.01%
26,362
-50,143
468
$281K ﹤0.01%
1,112
-1,241
469
$275K ﹤0.01%
7,652
-23,102
470
$272K ﹤0.01%
1,698
-14
471
$268K ﹤0.01%
4,119
-83
472
$268K ﹤0.01%
2,344
-6
473
$267K ﹤0.01%
3,853
+72
474
$267K ﹤0.01%
3,419
-972
475
$265K ﹤0.01%
948
-3