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
401
$2.15M 0.01%
23,492
+14,518
402
$2.15M 0.01%
133,698
-2,729
403
$2.13M 0.01%
97,200
+2,448
404
$2.13M 0.01%
52,198
+8,446
405
$2.12M 0.01%
11,171
+8,845
406
$2.11M 0.01%
58,792
-889
407
$2.09M 0.01%
71,756
+3,950
408
$2.08M 0.01%
82,446
+67,970
409
$2.05M 0.01%
10,030
+23
410
$2.02M 0.01%
33,858
-5,698
411
$2.01M 0.01%
70,487
-9,888
412
$2M 0.01%
91,782
-64,607
413
$1.99M 0.01%
29,818
-55,924
414
$1.99M 0.01%
124,888
+9,709
415
$1.98M 0.01%
214,635
+135,218
416
$1.98M 0.01%
9,048
-794
417
$1.96M 0.01%
8,342
+1,772
418
$1.96M 0.01%
28,310
+3,340
419
$1.95M 0.01%
10,115
+810
420
$1.94M 0.01%
120,777
-3,855
421
$1.93M 0.01%
12,295
+8,391
422
$1.93M 0.01%
34,245
+2,817
423
$1.93M 0.01%
14,962
-1,186
424
$1.91M 0.01%
8,463
+2,348
425
$1.9M 0.01%
23,456
+4,355
15 16
17
18 19