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
351
$2.71M 0.01%
29,178
-5,343
352
$2.7M 0.01%
30,145
+7,548
353
$2.69M 0.01%
146,361
-92,361
354
$2.69M 0.01%
16,074
-5,942
355
$2.69M 0.01%
19,106
-8,100
356
$2.67M 0.01%
40,412
+15,036
357
$2.67M 0.01%
26,533
-4,463
358
$2.66M 0.01%
42,518
+2,175
359
$2.66M 0.01%
39,936
+5,405
360
$2.65M 0.01%
16,778
-61
361
$2.65M 0.01%
5,939
-3,218
362
$2.64M 0.01%
15,974
+2,665
363
$2.63M 0.01%
22,519
+849
364
$2.63M 0.01%
75,091
-13,427
365
$2.6M 0.01%
23,185
-13,217
366
$2.58M 0.01%
35,851
-10,166
367
$2.58M 0.01%
37,290
-199
368
$2.58M 0.01%
46,971
+296
369
$2.54M 0.01%
44,146
+923
370
$2.53M 0.01%
80,536
-42,332
371
$2.53M 0.01%
121,090
+24,858
372
$2.53M 0.01%
141,839
-5,649
373
$2.51M 0.01%
29,008
-15,342
374
$2.51M 0.01%
139,899
-5,101
375
$2.49M 0.01%
38,330
-1,570
13 14
15
16 17