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

Top Buys

1
+$98.7M
2
+$46M
3
+$44.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$32M
5
VDE icon
Vanguard Energy ETF
VDE
+$26M

Top Sells

1
+$35.1M
2
+$13M
3
+$8.91M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.64M
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.2M 0.07%
146,800
+1,704
52
$9.54M 0.07%
42,227
+84
53
$9.44M 0.07%
204,098
+35,013
54
$9.36M 0.07%
47,524
+3,464
55
$9.04M 0.06%
47,349
+77
56
$9.03M 0.06%
63,224
+815
57
$8.72M 0.06%
492,866
+17,516
58
$8.7M 0.06%
73,957
+4,521
59
$8.68M 0.06%
69,158
+3,066
60
$8.65M 0.06%
62,423
-1,939
61
$8.55M 0.06%
13,699
+6
62
$8.46M 0.06%
33,272
-8
63
$8.41M 0.06%
96,008
-8,382
64
$8.12M 0.06%
299,364
+5,809
65
$8.01M 0.06%
48,267
+4,612
66
$7.75M 0.06%
149,666
-46,539
67
$7.68M 0.05%
51,911
+893
68
$7.65M 0.05%
126,816
+9,723
69
$7.64M 0.05%
17,298
+786
70
$7.62M 0.05%
73,274
+16,566
71
$7.28M 0.05%
28,960
+5,166
72
$6.9M 0.05%
43,858
-23
73
$6.7M 0.05%
40,719
+6,861
74
$6.02M 0.04%
121,869
+18,697
75
$6M 0.04%
100,525
+1,585
1 2
3
4 5