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
76
$4.36M 0.04%
971,920
+118,440
77
$4.36M 0.04%
32,166
-1,605
78
$4.31M 0.04%
24,486
-2,880
79
$4.28M 0.04%
82,743
+21,582
80
$4.18M 0.04%
22,954
+188
81
$4.11M 0.04%
35,126
+1,224
82
$4.01M 0.04%
52,252
+13,773
83
$3.88M 0.04%
35,412
+1,083
84
$3.87M 0.04%
52,117
+6,066
85
$3.85M 0.04%
20,248
-9,965
86
$3.8M 0.04%
106,314
+4,104
87
$3.68M 0.03%
115,823
+22,523
88
$3.64M 0.03%
13,662
+635
89
$3.63M 0.03%
75,250
-1,164
90
$3.61M 0.03%
56,638
+17,411
91
$3.58M 0.03%
71,046
+2,511
92
$3.56M 0.03%
26,357
-1,426
93
$3.55M 0.03%
61,847
-10,554
94
$3.46M 0.03%
114,890
+8,090
95
$3.31M 0.03%
30,322
+4,264
96
$3.31M 0.03%
105,704
+14,977
97
$3.18M 0.03%
39,642
+1,095
98
$3.12M 0.03%
60,303
+23,246
99
$3.12M 0.03%
40,207
+10,927
100
$3.02M 0.03%
33,166
-11,278
2 3
4
5 6