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
126
$2.35M 0.02%
34,251
+1,006
127
$2.33M 0.02%
32,629
+3,570
128
$2.32M 0.02%
18,695
+14,498
129
$2.31M 0.02%
12,023
-3,990
130
$2.29M 0.02%
17,881
+796
131
$2.28M 0.02%
113,980
+17,952
132
$2.27M 0.02%
45,484
+10,224
133
$2.27M 0.02%
8,675
+51
134
$2.24M 0.02%
89,844
+14,184
135
$2.22M 0.02%
5,188
+887
136
$2.21M 0.02%
26,022
+3,276
137
$2.19M 0.02%
121,358
+2,773
138
$2.11M 0.02%
19,879
+1,788
139
$2.07M 0.02%
9,506
+98
140
$2.07M 0.02%
28,125
+5,274
141
$2.04M 0.02%
124,300
+942
142
$2.04M 0.02%
28,298
-1,063
143
$2.04M 0.02%
7,098
+1,314
144
$2.01M 0.02%
77,625
-2,415
145
$2M 0.02%
35,084
-21,670
146
$1.99M 0.02%
10,479
+1,251
147
$1.99M 0.02%
156,799
+26,289
148
$1.97M 0.02%
224,592
+42,752
149
$1.96M 0.02%
81,380
-20,448
150
$1.95M 0.02%
32,886
+11,064
4 5
6
7 8