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
26
$23.9M 0.17%
776,370
+46,880
27
$23M 0.16%
313,440
-5,720
28
$23M 0.16%
314,260
-5,100
29
$21.6M 0.15%
108,187
+458
30
$19.8M 0.14%
170,594
-3,798
31
$19.8M 0.14%
58,445
+688
32
$19.4M 0.14%
69,698
+1,511
33
$18M 0.13%
57,760
-708
34
$17.9M 0.13%
128,610
+6,969
35
$17.1M 0.12%
178,936
-1,088
36
$16.7M 0.12%
334,750
+4,680
37
$15.9M 0.11%
32,324
+1,371
38
$15.6M 0.11%
79,392
+1,048
39
$14.4M 0.1%
96,944
+3,492
40
$13.6M 0.1%
140,810
+5,673
41
$13.5M 0.1%
63,429
+9,835
42
$13.2M 0.09%
282,195
+3,582
43
$12.6M 0.09%
135,047
-2,834
44
$11.8M 0.08%
198,495
+37,226
45
$11.4M 0.08%
144,345
+14,631
46
$11.3M 0.08%
31,841
+371
47
$10.6M 0.08%
48,423
+4,293
48
$10.6M 0.08%
97,191
+2,099
49
$10.3M 0.07%
426,768
+878
50
$10.2M 0.07%
82,304
+6,122
1
2
3 4 5