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
101
$2.97M 0.03%
15,062
+748
102
$2.88M 0.03%
35,525
-2,654
103
$2.87M 0.03%
18,131
+279
104
$2.86M 0.03%
34,195
+4,427
105
$2.85M 0.03%
67,629
-1,158
106
$2.85M 0.03%
20,313
+4,080
107
$2.84M 0.03%
65,202
+36,964
108
$2.81M 0.03%
15,406
+2,714
109
$2.8M 0.03%
67,195
+3,888
110
$2.78M 0.03%
59,739
+6,899
111
$2.77M 0.03%
9,806
-1,309
112
$2.76M 0.03%
74,510
+3,951
113
$2.72M 0.03%
49,043
+8,995
114
$2.66M 0.02%
8,864
+1,324
115
$2.63M 0.02%
16,439
-875
116
$2.59M 0.02%
24,075
-4,646
117
$2.58M 0.02%
54,040
+11,396
118
$2.58M 0.02%
45,883
+3,777
119
$2.57M 0.02%
60,361
-1,346
120
$2.55M 0.02%
20,778
-63
121
$2.5M 0.02%
9,135
+1,902
122
$2.46M 0.02%
26,067
+10,817
123
$2.41M 0.02%
26,267
-1,988
124
$2.4M 0.02%
6,917
+1,761
125
$2.4M 0.02%
34,852
-1,903
3 4
5
6 7