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
126
$2.89M 0.02%
17,366
-930
127
$2.88M 0.02%
94,261
+6,415
128
$2.85M 0.02%
36,071
-10,321
129
$2.83M 0.02%
236,801
+71,150
130
$2.8M 0.02%
13,337
+423
131
$2.78M 0.02%
31,405
+780
132
$2.76M 0.02%
43,457
+5,002
133
$2.74M 0.02%
42,352
+5,214
134
$2.74M 0.02%
92,503
+3,472
135
$2.73M 0.02%
13,031
+154
136
$2.71M 0.02%
145,964
+10,549
137
$2.67M 0.02%
56,779
+3,662
138
$2.65M 0.02%
19,772
-5,336
139
$2.62M 0.02%
37,938
-370
140
$2.6M 0.02%
5,362
+375
141
$2.59M 0.02%
7,941
+684
142
$2.56M 0.02%
22,145
+360
143
$2.51M 0.02%
32,486
+2,991
144
$2.51M 0.02%
9,211
-5
145
$2.48M 0.02%
3,261
+22
146
$2.46M 0.02%
4,403
-678
147
$2.46M 0.02%
25,369
-2,167
148
$2.42M 0.02%
159,522
-51,437
149
$2.4M 0.02%
16,258
+846
150
$2.4M 0.02%
29,599
+1,050
4 5
6
7 8