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
501
$1.33M 0.01%
17,315
+12,740
502
$1.33M 0.01%
23,297
+1,588
503
$1.32M 0.01%
10,998
-5,290
504
$1.31M 0.01%
24,562
-538
505
$1.3M 0.01%
32,597
-2,684
506
$1.3M 0.01%
73,146
+17,017
507
$1.29M 0.01%
11,390
-9,247
508
$1.29M 0.01%
17,373
-891
509
$1.28M 0.01%
2,872
+1,273
510
$1.27M 0.01%
9,200
+2,330
511
$1.27M 0.01%
+13,212
512
$1.26M 0.01%
28,398
+6,140
513
$1.26M 0.01%
29,229
+8,128
514
$1.26M 0.01%
45,259
+11,110
515
$1.25M 0.01%
15,711
+2,509
516
$1.25M 0.01%
17,110
-1,576
517
$1.24M 0.01%
19,924
+13,068
518
$1.22M 0.01%
8,372
+30
519
$1.2M 0.01%
18,916
+7,965
520
$1.19M 0.01%
23,255
-1,701
521
$1.19M 0.01%
17,618
+2,150
522
$1.19M 0.01%
12,380
-96
523
$1.18M 0.01%
6,962
-13,593
524
$1.18M 0.01%
15,068
+8,235
525
$1.18M 0.01%
28,949
+6,729
19 20
21
22 23