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
326
$3M 0.01%
39,645
-4,271
327
$2.97M 0.01%
21,195
-438
328
$2.97M 0.01%
9,015
+1,687
329
$2.97M 0.01%
36,663
-825
330
$2.97M 0.01%
16,145
-277
331
$2.96M 0.01%
7,901
-862
332
$2.95M 0.01%
19,993
-497
333
$2.95M 0.01%
170,515
+2,977
334
$2.93M 0.01%
50,334
-26,681
335
$2.93M 0.01%
26,164
-1,986
336
$2.9M 0.01%
75,269
-7,768
337
$2.88M 0.01%
27,980
-805
338
$2.84M 0.01%
83,278
+22,689
339
$2.82M 0.01%
37,372
-3,854
340
$2.81M 0.01%
56,460
-9,293
341
$2.8M 0.01%
16,151
-3,154
342
$2.8M 0.01%
69,228
+19,296
343
$2.77M 0.01%
40,985
-1,935
344
$2.77M 0.01%
29,565
-9,130
345
$2.77M 0.01%
44,840
+5,363
346
$2.76M 0.01%
38,386
+373
347
$2.76M 0.01%
43,741
+11,940
348
$2.75M 0.01%
36,785
+789
349
$2.75M 0.01%
79,588
+67,320
350
$2.73M 0.01%
24,916
+1,279
12 13
14
15 16