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
476
$1.48M 0.01%
64,371
-29,107
477
$1.48M 0.01%
148,321
-77,065
478
$1.47M 0.01%
6,604
-6,820
479
$1.47M 0.01%
11,489
+3,050
480
$1.47M 0.01%
18,967
+5,935
481
$1.45M 0.01%
5,040
+2,530
482
$1.45M 0.01%
24,302
+15,013
483
$1.45M 0.01%
3,532
+1,306
484
$1.45M 0.01%
8,559
-291
485
$1.44M 0.01%
17,129
-965
486
$1.44M 0.01%
23,767
-1,022
487
$1.43M 0.01%
7,544
+3,682
488
$1.43M 0.01%
52,152
+26,519
489
$1.41M 0.01%
31,995
+12,527
490
$1.4M 0.01%
9,524
+342
491
$1.4M 0.01%
27,360
+21,923
492
$1.39M 0.01%
45,348
-7,363
493
$1.38M 0.01%
2,557
+144
494
$1.38M 0.01%
65,885
-3,201
495
$1.38M 0.01%
18,905
-333
496
$1.36M 0.01%
41,470
-4,545
497
$1.36M 0.01%
23,653
-25,433
498
$1.35M 0.01%
9,055
+938
499
$1.35M 0.01%
38,614
+21,620
500
$1.33M 0.01%
17,410
+4,548
18 19
20
21 22