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
451
$1.71M 0.01%
53,857
-8,826
452
$1.7M 0.01%
110,731
+26,787
453
$1.69M 0.01%
100,274
-1,677
454
$1.68M 0.01%
15,451
+854
455
$1.68M 0.01%
20,124
+4,274
456
$1.68M 0.01%
49,936
-8,456
457
$1.67M 0.01%
42,968
-8,764
458
$1.67M 0.01%
24,486
-2,317
459
$1.67M 0.01%
28,730
-4,415
460
$1.64M 0.01%
20,224
-682
461
$1.64M 0.01%
22,508
+3,342
462
$1.63M 0.01%
4,424
-1,068
463
$1.62M 0.01%
27,609
-2,378
464
$1.61M 0.01%
60,973
+12,292
465
$1.6M 0.01%
36,607
+12,571
466
$1.58M 0.01%
14,439
+8,806
467
$1.57M 0.01%
4,662
+2,556
468
$1.56M 0.01%
7,961
-7,089
469
$1.55M 0.01%
9,914
+655
470
$1.54M 0.01%
6,808
+345
471
$1.54M 0.01%
4,075
+2,119
472
$1.54M 0.01%
242
+14
473
$1.52M 0.01%
37,884
-21,362
474
$1.5M 0.01%
42,735
-819
475
$1.5M 0.01%
29,421
-359
17 18
19
20 21