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
151
$2.39M 0.02%
62,811
-513
152
$2.36M 0.02%
9,920
+525
153
$2.3M 0.02%
10,369
+1,218
154
$2.29M 0.02%
92,100
-2,100
155
$2.28M 0.02%
98,031
+6,200
156
$2.26M 0.02%
144,612
-3,745
157
$2.26M 0.02%
13,909
+25
158
$2.25M 0.02%
24,068
+31
159
$2.25M 0.02%
22,020
+524
160
$2.24M 0.02%
67,480
+990
161
$2.23M 0.02%
198,493
+12,905
162
$2.23M 0.02%
4,703
+86
163
$2.23M 0.02%
19,479
-229
164
$2.16M 0.02%
33,365
+66
165
$2.16M 0.02%
43,830
-2,282
166
$2.16M 0.02%
101,237
+36,595
167
$2.13M 0.02%
26,051
-1,421
168
$2.1M 0.02%
15,087
+338
169
$2.1M 0.02%
27,771
-332
170
$2.1M 0.02%
60,379
+4,701
171
$2.09M 0.02%
34,093
-365
172
$2.09M 0.02%
25,063
-3,460
173
$2.09M 0.01%
49,841
-282
174
$2.08M 0.01%
18,427
+1,996
175
$2.08M 0.01%
29,493
+1,871
5 6
7
8 9