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
576
$910K ﹤0.01%
17,509
+405
577
$891K ﹤0.01%
2,224
+176
578
$889K ﹤0.01%
4,129
-105
579
$886K ﹤0.01%
6,981
+1,241
580
$883K ﹤0.01%
4,494
-2,176
581
$873K ﹤0.01%
+17,349
582
$865K ﹤0.01%
15,809
+7,512
583
$863K ﹤0.01%
37,051
+3,971
584
$852K ﹤0.01%
13,034
+4,252
585
$847K ﹤0.01%
3,656
+160
586
$843K ﹤0.01%
10,745
+3,656
587
$843K ﹤0.01%
11,428
+7,151
588
$840K ﹤0.01%
11,743
-1,831
589
$840K ﹤0.01%
16,993
-2,286
590
$838K ﹤0.01%
9,594
+1,691
591
$826K ﹤0.01%
6,797
+989
592
$809K ﹤0.01%
38,952
+21,916
593
$806K ﹤0.01%
16,172
-1,783
594
$797K ﹤0.01%
2,276
+284
595
$797K ﹤0.01%
7,200
-464
596
$797K ﹤0.01%
8,868
+3,166
597
$790K ﹤0.01%
6,184
-48
598
$790K ﹤0.01%
10,445
+1,344
599
$787K ﹤0.01%
22,104
+5,388
600
$784K ﹤0.01%
87,816
-35,598
22 23
24
25 26