Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$1.06B
2
+$1.04B
3
+$999M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$937M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$708M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.68%
2 Technology 1.53%
3 Healthcare 1.25%
4 Communication Services 0.99%
5 Consumer Discretionary 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.06B 11.27%
+74,823,118
2
$1.04B 11.02%
+8,119,054
3
$999M 10.62%
+26,226,376
4
$937M 9.96%
+25,244,469
5
$708M 7.53%
+13,872,838
6
$622M 6.61%
+62,285,820
7
$580M 6.17%
+12,300,566
8
$528M 5.61%
+5,388,563
9
$298M 3.17%
+3,996,220
10
$289M 3.08%
+6,014,517
11
$287M 3.05%
+2,544,336
12
$276M 2.94%
+17,653,089
13
$241M 2.56%
+2,416,574
14
$176M 1.88%
+1,698,043
15
$95.3M 1.01%
+1,235,813
16
$95M 1.01%
+720,032
17
$64.1M 0.68%
+279,045
18
$58.9M 0.63%
+1,026,973
19
$52.8M 0.56%
+459,292
20
$42.9M 0.46%
+393,686
21
$38.2M 0.41%
+375,999
22
$32.8M 0.35%
+414,095
23
$28.9M 0.31%
+385,100
24
$27.8M 0.3%
+706,028
25
$24.1M 0.26%
+904,070
1
2 3 4 5