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
176
$2.06M 0.01%
55,287
+7,450
177
$2.04M 0.01%
13,836
+435
178
$2.02M 0.01%
120,321
+26,677
179
$2.01M 0.01%
301,749
-2,138
180
$2.01M 0.01%
6,934
-461
181
$2.01M 0.01%
8,646
-54
182
$1.99M 0.01%
11,225
-507
183
$1.98M 0.01%
25,243
-642
184
$1.97M 0.01%
170,535
+7,771
185
$1.95M 0.01%
8,458
+1,077
186
$1.94M 0.01%
54,405
+431
187
$1.94M 0.01%
9,052
+530
188
$1.92M 0.01%
6,446
+103
189
$1.9M 0.01%
31,890
+7,098
190
$1.9M 0.01%
13,119
-53
191
$1.9M 0.01%
17,286
+1,344
192
$1.9M 0.01%
31,888
-729
193
$1.9M 0.01%
4,456
-276
194
$1.89M 0.01%
22,716
-112
195
$1.89M 0.01%
8,323
+1,261
196
$1.89M 0.01%
156,761
+3,012
197
$1.88M 0.01%
32,151
-15,199
198
$1.87M 0.01%
13,496
-62
199
$1.86M 0.01%
9,608
-222
200
$1.85M 0.01%
6,677
+556