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
301
$3.32M 0.01%
88,140
+26,022
302
$3.31M 0.01%
6,581
-313
303
$3.3M 0.01%
114,756
+39,799
304
$3.3M 0.01%
167,121
-3,454
305
$3.29M 0.01%
24,760
+1,350
306
$3.27M 0.01%
14,459
+600
307
$3.25M 0.01%
26,808
+4,048
308
$3.23M 0.01%
193,452
+15,765
309
$3.19M 0.01%
33,541
+837
310
$3.18M 0.01%
119,168
+22,482
311
$3.16M 0.01%
50,733
-11,633
312
$3.16M 0.01%
120,395
+43,861
313
$3.15M 0.01%
1,167
-4
314
$3.14M 0.01%
6,684
+197
315
$3.13M 0.01%
21,911
-1,171
316
$3.12M 0.01%
54,435
-6,013
317
$3.11M 0.01%
10,592
+1,756
318
$3.07M 0.01%
54,418
-4,131
319
$3.06M 0.01%
36,349
-30,538
320
$3.04M 0.01%
12,416
-784
321
$3.02M 0.01%
43,489
-379
322
$3.02M 0.01%
33,899
-8,171
323
$3.01M 0.01%
39,823
+1,448
324
$3.01M 0.01%
33,763
-2,380
325
$3M 0.01%
10,541
+205
11 12
13
14 15