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
$23.6B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$300M
2
+$138M
3
+$104M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$88.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.4M

Top Sells

1
+$196M
2
+$76.4M
3
+$45.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$26.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$19.3M

Sector Composition

1 Technology 4.13%
2 Healthcare 1.82%
3 Consumer Discretionary 1.75%
4 Financials 1.73%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.8M 0.02%
23,148
-252
227
$4.77M 0.02%
111,404
+13,082
228
$4.77M 0.02%
14,430
-499
229
$4.74M 0.02%
99,307
-1,630
230
$4.68M 0.02%
124,708
+934
231
$4.67M 0.02%
33,609
-23,440
232
$4.67M 0.02%
21,683
+473
233
$4.65M 0.02%
40,796
+9,766
234
$4.62M 0.02%
107,950
+2,650
235
$4.61M 0.02%
5,156
+763
236
$4.54M 0.02%
47,616
-4,423
237
$4.51M 0.02%
26,181
-3,413
238
$4.49M 0.02%
82,999
+17,659
239
$4.49M 0.02%
47,437
+5,582
240
$4.48M 0.02%
11,487
+1,218
241
$4.42M 0.02%
49,494
-46,365
242
$4.4M 0.02%
109,505
+42,928
243
$4.4M 0.02%
50,458
+14,308
244
$4.4M 0.02%
25,990
-6,942
245
$4.38M 0.02%
16,591
+4,663
246
$4.36M 0.02%
38,911
+13,380
247
$4.34M 0.02%
70,384
-2,224
248
$4.34M 0.02%
98,120
+10,370
249
$4.31M 0.02%
26,654
-268
250
$4.29M 0.02%
22,123
-12,053
8 9
10
11 12