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
$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
State Street Energy Select Sector SPDR ETF
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
State Street 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 1.58%
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
176
$1.69M 0.02%
15,104
+4,171
177
$1.69M 0.02%
26,469
+6,744
178
$1.69M 0.02%
33,567
+9,421
179
$1.69M 0.02%
25,449
-2,328
180
$1.67M 0.02%
33,472
+3,452
181
$1.65M 0.02%
38,235
+15,658
182
$1.63M 0.02%
27,400
+288
183
$1.62M 0.02%
10,311
-910
184
$1.57M 0.01%
8,682
+2,940
185
$1.57M 0.01%
28,293
+8,239
186
$1.56M 0.01%
21,216
-2,285
187
$1.55M 0.01%
24,648
+3,268
188
$1.55M 0.01%
17,145
-1,516
189
$1.55M 0.01%
36,213
-3,800
190
$1.5M 0.01%
17,523
+1,519
191
$1.5M 0.01%
39,418
+8,320
192
$1.48M 0.01%
11,655
+4,253
193
$1.45M 0.01%
7,946
-447
194
$1.45M 0.01%
23,905
-1,857
195
$1.44M 0.01%
16,294
-2,546
196
$1.43M 0.01%
12,485
+1,876
197
$1.43M 0.01%
8,083
+493
198
$1.42M 0.01%
816
-129
199
$1.41M 0.01%
49,247
+127
200
$1.4M 0.01%
9,008
+3,023
6 7
8
9 10