Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
Energy Select Sector SPDR Fund
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
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 1.59%
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
51
$7.62M 0.07%
94,276
-5,211
52
$7.49M 0.07%
93,664
-2,417
53
$7.48M 0.07%
39,406
-5,297
54
$7.38M 0.07%
56,913
+3,160
55
$7.28M 0.07%
116,916
-1,344
56
$7.13M 0.07%
68,696
+5,479
57
$6.77M 0.06%
55,213
-4,884
58
$6.39M 0.06%
71,059
+7,217
59
$6.39M 0.06%
132,258
+19,570
60
$6.36M 0.06%
195,657
+24,879
61
$6.19M 0.06%
58,321
+3,589
62
$6.06M 0.06%
25,027
+910
63
$6.04M 0.06%
215,742
+20,489
64
$5.72M 0.05%
68,185
-3,779
65
$5.68M 0.05%
33,990
+2,814
66
$5.5M 0.05%
117,420
-43,593
67
$5.46M 0.05%
62,842
+606
68
$5.46M 0.05%
101,586
+20,460
69
$5.3M 0.05%
62,984
+4,373
70
$5.3M 0.05%
109,624
+840
71
$5.08M 0.05%
76,064
-401
72
$5.01M 0.05%
31,554
+517
73
$4.99M 0.05%
61,900
-28,507
74
$4.6M 0.04%
92,447
+10,351
75
$4.4M 0.04%
25,310
+1,676
1 2
3
4 5