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
276
$3.72M 0.02%
12,421
-4,158
277
$3.71M 0.02%
53,133
-99
278
$3.69M 0.02%
65,354
-1,580
279
$3.68M 0.02%
65,661
+20,359
280
$3.67M 0.02%
11,055
-268
281
$3.66M 0.02%
35,561
+19,005
282
$3.65M 0.02%
68,594
-3,711
283
$3.63M 0.02%
12,951
-13,308
284
$3.62M 0.02%
32,158
+2,353
285
$3.62M 0.02%
73,075
+9,408
286
$3.6M 0.02%
32,613
+23,052
287
$3.59M 0.02%
27,694
-2,888
288
$3.59M 0.02%
108,706
-34,000
289
$3.59M 0.02%
21,868
-6,219
290
$3.52M 0.01%
37,347
+1,580
291
$3.52M 0.01%
7,263
-30
292
$3.52M 0.01%
82,539
-15,209
293
$3.51M 0.01%
25,340
+42
294
$3.45M 0.01%
22,664
+6,466
295
$3.44M 0.01%
37,430
-1,829
296
$3.43M 0.01%
13,844
-181
297
$3.43M 0.01%
102,396
+22,313
298
$3.41M 0.01%
63,345
+21,138
299
$3.37M 0.01%
167,532
+31,017
300
$3.35M 0.01%
50,896
+1,131
10 11
12
13 14