Wealthfront Advisers Portfolio holdings
AUM
$38.8B
This Quarter Return
+6.43%
1 Year Return
+14.38%
3 Year Return
+46.78%
5 Year Return
+67.39%
10 Year Return
–
AUM
$14B
AUM Growth
+$14B
(+8.5%)
Cap. Flow
+$396M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
74.71%
Holding
520
New
19
Increased
267
Reduced
218
Closed
16
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$35.1M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$13M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$8.91M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$5.64M |
| 5 |
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% |
