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
26
$19.2M 0.18%
115,301
-10,038
27
$15.7M 0.15%
266,840
-24,600
28
$15M 0.14%
254,200
+5,100
29
$14.1M 0.13%
100,874
+15,615
30
$13.7M 0.13%
135,452
-5,015
31
$13.6M 0.13%
67,914
-6,455
32
$13.4M 0.12%
85,497
-624
33
$12.6M 0.12%
458,359
+18,024
34
$12.6M 0.12%
53,405
+1,173
35
$12.2M 0.11%
154,186
-14,142
36
$12.1M 0.11%
116,639
-7,859
37
$11.4M 0.11%
46,232
-5,584
38
$11.3M 0.1%
29,623
+1,263
39
$10.7M 0.1%
198,843
-12,313
40
$10.5M 0.1%
196,178
-8,903
41
$10.5M 0.1%
177,935
-18,676
42
$9.98M 0.09%
51,987
+1,880
43
$9.03M 0.08%
406,578
-18,788
44
$8.64M 0.08%
70,126
+748
45
$8.59M 0.08%
97,167
+28,323
46
$8.12M 0.08%
73,097
+25,318
47
$7.96M 0.07%
197,540
-61,068
48
$7.96M 0.07%
335,852
+8,248
49
$7.92M 0.07%
198,038
+26,713
50
$7.79M 0.07%
21,861
+4,990
1
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