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
26
$112M 0.48%
1,051,807
-1,838,890
27
$104M 0.44%
801,183
+147,758
28
$81.8M 0.35%
1,009,087
+991,800
29
$80.5M 0.34%
1,106,788
+40,650
30
$75.9M 0.32%
264,365
+14,738
31
$74.7M 0.32%
746,450
+691,654
32
$62.3M 0.26%
795,222
-5,158
33
$60.8M 0.26%
834,032
+53,014
34
$60.7M 0.26%
1,917,586
+223,373
35
$59.2M 0.25%
494,779
+38,904
36
$58.9M 0.25%
1,419,842
+1,410,031
37
$55.6M 0.24%
460,021
+21,226
38
$55.6M 0.24%
2,121,216
-101,634
39
$52.9M 0.22%
+1,722,777
40
$50.9M 0.22%
194,478
+13,677
41
$50.8M 0.22%
108,383
+1,969
42
$45.4M 0.19%
133,045
+2,739
43
$41.5M 0.18%
386,486
-14,317
44
$37.8M 0.16%
249,380
+26,607
45
$36.1M 0.15%
247,995
-87
46
$35.7M 0.15%
90,653
-2,498
47
$35.5M 0.15%
114,407
-2,462
48
$34.7M 0.15%
146,011
-391
49
$33.8M 0.14%
293,071
+5,683
50
$33.3M 0.14%
1,462,422
+193,065
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