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
251
$4.28M 0.02%
71,614
-9,441
252
$4.27M 0.02%
130,927
+2,364
253
$4.25M 0.02%
12,817
+1,705
254
$4.22M 0.02%
44,620
+1,919
255
$4.18M 0.02%
9,342
-658
256
$4.18M 0.02%
1,675
-31
257
$4.18M 0.02%
38,175
+267
258
$4.15M 0.02%
28,001
-6,388
259
$4.11M 0.02%
5,243
+1,204
260
$4.11M 0.02%
120,286
+364
261
$4.11M 0.02%
54,179
-5,602
262
$4.08M 0.02%
11,747
+712
263
$4.03M 0.02%
88,148
-85,753
264
$4.02M 0.02%
119,232
-40,355
265
$4.01M 0.02%
61,432
+48,574
266
$4M 0.02%
27,991
-1,435
267
$3.97M 0.02%
68,952
+814
268
$3.94M 0.02%
69,288
-476
269
$3.92M 0.02%
82,405
+2,477
270
$3.81M 0.02%
43,930
+16,232
271
$3.81M 0.02%
121,737
-83,944
272
$3.78M 0.02%
19,230
+44
273
$3.78M 0.02%
29,941
-1,850
274
$3.77M 0.02%
12,907
-167
275
$3.74M 0.02%
97,042
+9,861
9 10
11
12 13