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
101
$3.76M 0.03%
69,368
+486
102
$3.71M 0.03%
127,117
+97,762
103
$3.66M 0.03%
71,656
-9,648
104
$3.61M 0.03%
62,763
+2,913
105
$3.57M 0.03%
93,333
+28,372
106
$3.57M 0.03%
105,266
+5,627
107
$3.5M 0.03%
224,633
+30,094
108
$3.48M 0.02%
137,697
+30,532
109
$3.42M 0.02%
88,525
-3,368
110
$3.41M 0.02%
113,752
-8,641
111
$3.4M 0.02%
20,604
+669
112
$3.4M 0.02%
59,711
-841
113
$3.37M 0.02%
20,196
+2,957
114
$3.35M 0.02%
69,294
+2,073
115
$3.29M 0.02%
9,137
-353
116
$3.29M 0.02%
318,706
+231,397
117
$3.21M 0.02%
52,062
-433
118
$3.2M 0.02%
260,174
+80,761
119
$3.18M 0.02%
48,484
+3,206
120
$3.13M 0.02%
18,928
-70
121
$3.12M 0.02%
32,923
+2,185
122
$3.04M 0.02%
146,133
+27,612
123
$2.97M 0.02%
41,305
+6,419
124
$2.96M 0.02%
51,497
+5,899
125
$2.93M 0.02%
293,072
+68,477
3 4
5
6 7