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 1.59%
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
201
$1.39M 0.01%
13,777
-7
202
$1.38M 0.01%
70,715
-5,250
203
$1.37M 0.01%
118,988
+92,528
204
$1.36M 0.01%
73,716
+2,282
205
$1.35M 0.01%
11,944
+34
206
$1.35M 0.01%
47,099
+5,759
207
$1.34M 0.01%
7,028
+318
208
$1.34M 0.01%
6,373
+444
209
$1.32M 0.01%
40,375
+2,432
210
$1.31M 0.01%
27,771
+6,484
211
$1.3M 0.01%
13,586
+1,675
212
$1.29M 0.01%
51,205
-1,434
213
$1.29M 0.01%
4,271
-849
214
$1.28M 0.01%
6,975
+135
215
$1.28M 0.01%
8,749
+2,397
216
$1.28M 0.01%
89,850
+8,550
217
$1.27M 0.01%
16,681
+408
218
$1.27M 0.01%
7,940
-11
219
$1.27M 0.01%
7,437
-351
220
$1.26M 0.01%
12,072
+289
221
$1.26M 0.01%
11,496
+4,407
222
$1.24M 0.01%
42,361
+24,032
223
$1.24M 0.01%
15,425
+731
224
$1.23M 0.01%
14,970
-1,119
225
$1.22M 0.01%
16,136
+3,858
7 8
9
10 11