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
426
$1.89M 0.01%
5,533
+947
427
$1.88M 0.01%
8,343
-845
428
$1.86M 0.01%
16,482
+1,621
429
$1.86M 0.01%
7,591
-501
430
$1.86M 0.01%
35,383
+2,866
431
$1.85M 0.01%
3,484
+664
432
$1.85M 0.01%
3,939
-194
433
$1.85M 0.01%
19,108
+6,709
434
$1.85M 0.01%
5,231
-213
435
$1.85M 0.01%
4,006
+470
436
$1.82M 0.01%
38,532
+475
437
$1.82M 0.01%
30,648
-2,501
438
$1.82M 0.01%
27,803
+11,579
439
$1.81M 0.01%
4,741
-25
440
$1.81M 0.01%
12,446
-382
441
$1.8M 0.01%
12,531
+153
442
$1.78M 0.01%
14,097
-19,772
443
$1.77M 0.01%
24,959
+2,301
444
$1.77M 0.01%
57,511
+26,940
445
$1.76M 0.01%
10,491
-4,793
446
$1.75M 0.01%
48,619
-4,093
447
$1.74M 0.01%
9,609
+3,656
448
$1.74M 0.01%
35,654
-9,884
449
$1.73M 0.01%
21,231
-9,899
450
$1.73M 0.01%
8,910
-434
16 17
18
19 20