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
151
$1.92M 0.02%
99,500
-10,122
152
$1.91M 0.02%
7,833
+2,716
153
$1.89M 0.02%
26,460
+5,977
154
$1.89M 0.02%
23,841
+3,790
155
$1.88M 0.02%
13,699
+1,450
156
$1.87M 0.02%
16,055
+5,849
157
$1.87M 0.02%
10,929
+739
158
$1.86M 0.02%
11,322
-3,258
159
$1.86M 0.02%
26,173
+6,708
160
$1.85M 0.02%
55,928
+2,757
161
$1.85M 0.02%
22,630
-8,280
162
$1.84M 0.02%
19,640
+208
163
$1.84M 0.02%
9,325
+631
164
$1.84M 0.02%
47,931
+379
165
$1.81M 0.02%
17,768
+163
166
$1.81M 0.02%
25,914
-2,982
167
$1.81M 0.02%
29,199
-1,686
168
$1.8M 0.02%
10,619
+1,730
169
$1.78M 0.02%
11,081
+700
170
$1.78M 0.02%
33,408
-4,808
171
$1.76M 0.02%
9,445
+531
172
$1.73M 0.02%
25,247
+4,994
173
$1.73M 0.02%
18,326
+2,141
174
$1.71M 0.02%
55,577
+2,530
175
$1.69M 0.02%
16,275
+656
5 6
7
8 9