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
376
$2.47M 0.01%
78,180
+62
377
$2.47M 0.01%
77,673
+3,883
378
$2.47M 0.01%
8,201
-820
379
$2.45M 0.01%
31,783
+10,743
380
$2.44M 0.01%
57,059
-625
381
$2.43M 0.01%
39,102
-430
382
$2.41M 0.01%
38,882
-1,542
383
$2.4M 0.01%
35,079
-821
384
$2.38M 0.01%
17,214
+1,488
385
$2.37M 0.01%
53,101
+17,410
386
$2.37M 0.01%
26,844
+3,900
387
$2.36M 0.01%
10,035
-3,111
388
$2.36M 0.01%
10,465
+134
389
$2.34M 0.01%
10,186
+3,174
390
$2.34M 0.01%
15,336
-1,674
391
$2.32M 0.01%
39,485
-15,118
392
$2.31M 0.01%
13,099
+3,886
393
$2.26M 0.01%
112,765
+6,651
394
$2.25M 0.01%
15,121
-394
395
$2.24M 0.01%
86,024
-48,198
396
$2.24M 0.01%
41,437
+2,557
397
$2.23M 0.01%
74,484
-653
398
$2.23M 0.01%
19,532
-1,119
399
$2.22M 0.01%
73,185
+64,403
400
$2.21M 0.01%
23,408
+6,978
14 15
16
17 18