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
$9.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$1.04B
3
+$999M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$708M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.68%
2 Technology 1.53%
3 Healthcare 1.25%
4 Communication Services 0.99%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.69M 0.03%
+61,161
102
$2.67M 0.03%
+16,013
103
$2.64M 0.03%
+93,300
104
$2.56M 0.03%
+38,179
105
$2.55M 0.03%
+38,547
106
$2.53M 0.03%
+90,727
107
$2.53M 0.03%
+61,707
108
$2.48M 0.03%
+26,058
109
$2.44M 0.03%
+17,852
110
$2.44M 0.03%
+36,755
111
$2.44M 0.03%
+20,841
112
$2.38M 0.03%
+63,307
113
$2.36M 0.03%
+70,559
114
$2.34M 0.02%
+30,910
115
$2.3M 0.02%
+28,255
116
$2.3M 0.02%
+39,227
117
$2.29M 0.02%
+52,840
118
$2.27M 0.02%
+17,314
119
$2.26M 0.02%
+14,314
120
$2.23M 0.02%
+29,768
121
$2.1M 0.02%
+16,233
122
$2.09M 0.02%
+40,213
123
$2.08M 0.02%
+42,106
124
$2.06M 0.02%
+43,142
125
$2.03M 0.02%
+29,280
3 4
5
6 7