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
526
$1.18M 0.01%
7,045
-106
527
$1.16M ﹤0.01%
34,178
-115
528
$1.15M ﹤0.01%
28,630
+5,728
529
$1.15M ﹤0.01%
5,556
-2,998
530
$1.14M ﹤0.01%
30,746
+708
531
$1.13M ﹤0.01%
859
-81
532
$1.12M ﹤0.01%
7,650
+5,165
533
$1.11M ﹤0.01%
4,951
+1,437
534
$1.11M ﹤0.01%
13,685
-657
535
$1.11M ﹤0.01%
32,445
-3,973
536
$1.1M ﹤0.01%
27,344
+895
537
$1.1M ﹤0.01%
16,271
+9,175
538
$1.08M ﹤0.01%
21,501
-29,861
539
$1.08M ﹤0.01%
10,555
-2,466
540
$1.08M ﹤0.01%
+16,629
541
$1.08M ﹤0.01%
46,996
-3,103
542
$1.08M ﹤0.01%
12,664
-177
543
$1.06M ﹤0.01%
35,268
+3,614
544
$1.06M ﹤0.01%
4,373
-1,099
545
$1.06M ﹤0.01%
40,413
-344
546
$1.04M ﹤0.01%
9,960
+889
547
$1.04M ﹤0.01%
25,604
-6,670
548
$1.04M ﹤0.01%
6,621
+3,264
549
$1.03M ﹤0.01%
22,757
+2,139
550
$1.03M ﹤0.01%
82,294
-12,774
20 21
22
23 24