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
626
$688K ﹤0.01%
6,633
-2,352
627
$683K ﹤0.01%
5,875
-3
628
$673K ﹤0.01%
7,960
+376
629
$671K ﹤0.01%
56,639
+8,264
630
$670K ﹤0.01%
+6,814
631
$670K ﹤0.01%
14,706
+3,322
632
$657K ﹤0.01%
11,990
-3,730
633
$653K ﹤0.01%
6,404
-727
634
$652K ﹤0.01%
23,843
+1,069
635
$645K ﹤0.01%
6,546
-3,601
636
$644K ﹤0.01%
11,880
+458
637
$643K ﹤0.01%
11,175
+3,847
638
$638K ﹤0.01%
1,532
+217
639
$634K ﹤0.01%
10,845
+3,508
640
$633K ﹤0.01%
13,605
+623
641
$629K ﹤0.01%
11,313
+5,655
642
$629K ﹤0.01%
1,529
-119
643
$626K ﹤0.01%
7,529
-951
644
$621K ﹤0.01%
2,524
-30
645
$619K ﹤0.01%
14,256
+4,663
646
$614K ﹤0.01%
3,937
+1,549
647
$613K ﹤0.01%
+6,262
648
$607K ﹤0.01%
19,172
-960
649
$605K ﹤0.01%
5,329
+2,620
650
$605K ﹤0.01%
9,455
+2,286
24 25
26
27 28