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
$14B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$98.9M
2
+$46M
3
+$44.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32.1M
5
VDE icon
Vanguard Energy ETF
VDE
+$30.7M

Top Sells

1
+$35.3M
2
+$13.1M
3
+$8.9M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.73M
5
VV icon
Vanguard Large-Cap ETF
VV
+$5.56M

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
476
$263K ﹤0.01%
12,112
+121
477
$262K ﹤0.01%
735
+2
478
$262K ﹤0.01%
5,966
+71
479
$260K ﹤0.01%
4,920
-214
480
$254K ﹤0.01%
11,820
-12,467
481
$250K ﹤0.01%
1,059
+8
482
$248K ﹤0.01%
5,100
-214
483
$247K ﹤0.01%
1,263
+25
484
$245K ﹤0.01%
5,459
-898
485
$244K ﹤0.01%
4,704
-4,046
486
$240K ﹤0.01%
2,008
+43
487
$236K ﹤0.01%
1,924
-212
488
$235K ﹤0.01%
3,791
-534
489
$232K ﹤0.01%
2,536
-603
490
$232K ﹤0.01%
+4,784
491
$226K ﹤0.01%
+2,643
492
$225K ﹤0.01%
+4,256
493
$222K ﹤0.01%
2,965
+79
494
$220K ﹤0.01%
15,497
-993
495
$218K ﹤0.01%
453
-7
496
$218K ﹤0.01%
4,296
-13,333
497
$218K ﹤0.01%
+2,288
498
$216K ﹤0.01%
16,720
-3,616
499
$214K ﹤0.01%
+7,163
500
$212K ﹤0.01%
+777
17 18 19
20
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