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
201
$1.84M 0.01%
4,435
-146
202
$1.82M 0.01%
13,193
-1,640
203
$1.78M 0.01%
45,879
+3,116
204
$1.75M 0.01%
4,431
-173
205
$1.74M 0.01%
22,410
+1,683
206
$1.74M 0.01%
45,319
+7,772
207
$1.73M 0.01%
35,859
-7,981
208
$1.73M 0.01%
56,415
-1,305
209
$1.73M 0.01%
4,855
+123
210
$1.73M 0.01%
37,363
-785
211
$1.73M 0.01%
15,128
+410
212
$1.7M 0.01%
65,787
+12,342
213
$1.69M 0.01%
7,164
+93
214
$1.69M 0.01%
11,787
-444
215
$1.68M 0.01%
91,896
+14,655
216
$1.67M 0.01%
85,216
-15,372
217
$1.67M 0.01%
15,618
+1,906
218
$1.66M 0.01%
7,986
+55
219
$1.66M 0.01%
53,439
+8,095
220
$1.66M 0.01%
7,736
-40
221
$1.64M 0.01%
7,962
-184
222
$1.64M 0.01%
5,779
-2,154
223
$1.64M 0.01%
8,838
+106
224
$1.63M 0.01%
103,583
+79,599
225
$1.61M 0.01%
17,136
-1,565
7 8
9
10 11