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
$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
Energy Select Sector SPDR Fund
XLE
+$36.3M

Top Sells

1
+$337M
2
+$43.8M
3
+$28.1M
4
TFI icon
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
1
$1.48B 13.7%
36,141,145
+10,896,676
2
$1.26B 11.73%
8,740,088
+621,034
3
$1.19B 11%
27,920,964
+1,694,588
4
$834M 7.74%
53,302,934
-21,520,184
5
$794M 7.36%
15,229,713
+1,356,875
6
$678M 6.29%
59,804,058
-2,481,762
7
$627M 5.82%
12,130,239
-170,327
8
$604M 5.6%
5,512,160
+123,597
9
$358M 3.32%
4,122,593
+126,373
10
$325M 3.02%
2,733,217
+188,881
11
$311M 2.89%
17,871,759
+218,670
12
$287M 2.67%
5,832,556
-181,961
13
$282M 2.62%
2,446,187
+29,613
14
$208M 1.93%
1,889,337
+191,294
15
$111M 1.03%
723,549
+3,517
16
$104M 0.97%
1,575,808
+548,835
17
$71.5M 0.66%
275,475
-3,570
18
$66.7M 0.62%
746,198
-489,615
19
$57.8M 0.54%
445,488
-13,804
20
$44M 0.41%
373,480
-2,519
21
$42.9M 0.4%
385,389
-8,297
22
$36.8M 0.34%
453,031
+38,936
23
$35.6M 0.33%
750,076
+44,048
24
$33.7M 0.31%
378,160
-6,940
25
$24.5M 0.23%
890,602
-13,468
1
2 3 4 5