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
651
$602K ﹤0.01%
2,126
-66
652
$597K ﹤0.01%
3,475
-11,385
653
$595K ﹤0.01%
15,679
+2,969
654
$591K ﹤0.01%
2,442
-45
655
$589K ﹤0.01%
60,993
+2,370
656
$585K ﹤0.01%
8,015
-1,365
657
$578K ﹤0.01%
7,643
+1,139
658
$571K ﹤0.01%
7,469
+1,449
659
$571K ﹤0.01%
5,904
-1,925
660
$563K ﹤0.01%
11,124
+1,679
661
$562K ﹤0.01%
8,062
+244
662
$561K ﹤0.01%
6,775
-1,032
663
$558K ﹤0.01%
25,180
+4,809
664
$555K ﹤0.01%
2,122
-860
665
$535K ﹤0.01%
661
-8
666
$535K ﹤0.01%
14,396
-269
667
$533K ﹤0.01%
4,089
+478
668
$531K ﹤0.01%
2,916
-248
669
$526K ﹤0.01%
+3,592
670
$515K ﹤0.01%
24,840
-69,682
671
$511K ﹤0.01%
10,161
-44
672
$509K ﹤0.01%
368
+13
673
$506K ﹤0.01%
9,039
+1,732
674
$505K ﹤0.01%
1,468
+353
675
$502K ﹤0.01%
7,296
+1,029
25 26
27
28 29