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
$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
State Street Energy Select Sector SPDR ETF
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
State Street 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 1.58%
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
476
$202K ﹤0.01%
+1,995
477
$201K ﹤0.01%
+1,613
478
$201K ﹤0.01%
780
-56
479
$59K ﹤0.01%
10,955
480
$55K ﹤0.01%
+89
481
– –
-43,142
482
– –
-21,280
483
– –
-23,998
484
– –
-3,467
485
– –
-2,247
486
– –
-7,245
487
– –
-3,419
488
– –
-37,136
489
– –
-73,432
490
– –
-2,082
491
– –
-4,991
492
– –
-95,067
493
– –
-47,984
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