Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$85.6M
3
+$63.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.8M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$24.4M

Top Sells

1
+$93.7M
2
+$20.3M
3
+$5.3M
4
PFE icon
Pfizer
PFE
+$2.91M
5
NFLX icon
Netflix
NFLX
+$2.78M

Sector Composition

1 Financials 1.78%
2 Technology 1.69%
3 Healthcare 0.92%
4 Communication Services 0.89%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-13,852
477
– –
-34,320
478
– –
-803
479
– –
-2,701
480
– –
-5,272
481
– –
-936
482
– –
-22,624
483
– –
-3,636
484
– –
-5,585
485
– –
-5,627
486
– –
-10,582
487
– –
-5,344
488
– –
-2,931
489
– –
-1,324
490
– –
-3,959
491
– –
-3,824
492
– –
-2,231
493
– –
-17,084
494
– –
-6,637
495
– –
-19,943
496
– –
-1,300
497
– –
-2,113
498
– –
-1,945
499
– –
-2,185
500
– –
-20,249
17 18 19
20
21