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
$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
1
$2.12B 15.16%
51,842,072
+781,502
2
$1.66B 11.9%
38,500,135
-811,348
3
$1.66B 11.87%
9,753,847
+48,590
4
$1.08B 7.73%
19,870,697
+1,812,325
5
$908M 6.49%
57,827,626
+2,931,508
6
$781M 5.58%
6,066,594
+133,477
7
$731M 5.22%
55,043,094
+1,182,792
8
$621M 4.44%
11,767,626
+840,612
9
$479M 3.42%
3,555,260
+140,455
10
$404M 2.89%
5,114,991
+294,006
11
$369M 2.64%
7,108,573
-251,205
12
$364M 2.6%
2,803,937
+21,348
13
$339M 2.42%
18,390,816
-89,616
14
$318M 2.28%
2,872,023
+126,079
15
$114M 0.82%
371,705
-13,721
16
$111M 0.8%
723,828
-57,947
17
$109M 0.78%
939,758
-326
18
$102M 0.73%
651,322
-36,063
19
$100M 0.72%
476,336
-6,755
20
$96.9M 0.69%
1,098,560
+137,388
21
$86.9M 0.62%
2,155,468
+646,095
22
$79.7M 0.57%
506,420
-4,860
23
$54.7M 0.39%
1,826,529
-161,276
24
$34.2M 0.24%
130,457
-1,113
25
$28.4M 0.2%
2,098,080
+33,560