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
76
$5.89M 0.04%
169,303
+18,665
77
$5.45M 0.04%
9,674
-377
78
$5.33M 0.04%
247,301
-42,813
79
$5.15M 0.04%
119,418
-29,126
80
$5.1M 0.04%
59,325
+4,420
81
$4.95M 0.04%
33,193
+4,818
82
$4.85M 0.03%
123,086
-75,102
83
$4.7M 0.03%
200,039
+99,708
84
$4.65M 0.03%
12,129
-731
85
$4.61M 0.03%
61,455
+12,197
86
$4.6M 0.03%
134,092
-66,520
87
$4.44M 0.03%
123,950
+25,897
88
$4.41M 0.03%
480,896
-10,814
89
$4.27M 0.03%
250,655
+4,284
90
$4.25M 0.03%
59,034
-36,008
91
$4.22M 0.03%
51,530
-181
92
$4.16M 0.03%
161,760
+9,542
93
$4.13M 0.03%
20,548
+1,292
94
$4.1M 0.03%
64,632
+292
95
$4.01M 0.03%
16,594
-2,494
96
$4M 0.03%
39,920
+4,856
97
$3.98M 0.03%
62,978
-24,561
98
$3.81M 0.03%
32,776
+2,228
99
$3.8M 0.03%
15,097
+4,482
100
$3.79M 0.03%
103,890
+1,960
2 3
4
5 6