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
551
$1.03M ﹤0.01%
17,570
+2,028
552
$1.02M ﹤0.01%
13,111
+3,567
553
$1.02M ﹤0.01%
4,639
+512
554
$1.01M ﹤0.01%
25,952
-177
555
$999K ﹤0.01%
28,694
-3,146
556
$992K ﹤0.01%
20,300
+3,754
557
$991K ﹤0.01%
5,981
+1,092
558
$989K ﹤0.01%
5,822
+1,116
559
$983K ﹤0.01%
8,931
+2,077
560
$981K ﹤0.01%
6,833
-1,870
561
$974K ﹤0.01%
17,903
+1,570
562
$961K ﹤0.01%
5,746
+1,791
563
$954K ﹤0.01%
15,101
+4,878
564
$953K ﹤0.01%
14,563
+48
565
$953K ﹤0.01%
43,325
-6,539
566
$950K ﹤0.01%
12,652
+2,302
567
$950K ﹤0.01%
8,529
-275
568
$942K ﹤0.01%
5,133
-7,178
569
$939K ﹤0.01%
12,540
+198
570
$933K ﹤0.01%
6,628
-1,114
571
$925K ﹤0.01%
6,090
+2
572
$917K ﹤0.01%
17,274
+251
573
$916K ﹤0.01%
8,826
+286
574
$913K ﹤0.01%
15,576
-1,717
575
$912K ﹤0.01%
21,541
-44,040
21 22
23
24 25