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
601
$781K ﹤0.01%
2,714
-826
602
$779K ﹤0.01%
46,313
+196
603
$779K ﹤0.01%
17,415
-8,674
604
$777K ﹤0.01%
7,132
+1,615
605
$775K ﹤0.01%
8,256
-136
606
$771K ﹤0.01%
3,749
+801
607
$770K ﹤0.01%
10,235
+3,539
608
$764K ﹤0.01%
45,856
+32,875
609
$761K ﹤0.01%
7,312
-524
610
$760K ﹤0.01%
3,341
-63
611
$742K ﹤0.01%
39,386
+25,074
612
$733K ﹤0.01%
8,754
-289
613
$731K ﹤0.01%
2,277
+126
614
$731K ﹤0.01%
16,503
+3,251
615
$723K ﹤0.01%
18,015
+1,286
616
$722K ﹤0.01%
8,950
+1,679
617
$722K ﹤0.01%
15,478
+4,732
618
$717K ﹤0.01%
2,423
-1,344
619
$715K ﹤0.01%
22,757
-14,307
620
$715K ﹤0.01%
22,428
-325
621
$708K ﹤0.01%
6,600
+39
622
$694K ﹤0.01%
9,357
+790
623
$693K ﹤0.01%
29,904
-2,708
624
$691K ﹤0.01%
2,950
+1,685
625
$691K ﹤0.01%
30,591
+13,328
23 24
25
26 27