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
676
$501K ﹤0.01%
4,347
-2,200
677
$496K ﹤0.01%
4,519
-1,276
678
$495K ﹤0.01%
3,746
-470
679
$493K ﹤0.01%
9,654
+1,236
680
$493K ﹤0.01%
5,068
-796
681
$492K ﹤0.01%
13,596
+973
682
$489K ﹤0.01%
15,764
+75
683
$488K ﹤0.01%
11,873
-41,858
684
$488K ﹤0.01%
7,843
+1,100
685
$487K ﹤0.01%
21,414
-1,419
686
$481K ﹤0.01%
+9,150
687
$481K ﹤0.01%
4,536
-133
688
$479K ﹤0.01%
4,866
+387
689
$478K ﹤0.01%
5,435
+247
690
$476K ﹤0.01%
6,408
+352
691
$476K ﹤0.01%
18,271
-2,880
692
$474K ﹤0.01%
7,371
+229
693
$473K ﹤0.01%
13,147
+3,833
694
$468K ﹤0.01%
9,115
+1,809
695
$466K ﹤0.01%
2,359
-1,178
696
$465K ﹤0.01%
6,958
-2,740
697
$464K ﹤0.01%
10,811
-918
698
$463K ﹤0.01%
5,457
-992
699
$461K ﹤0.01%
8,165
-1,289
700
$457K ﹤0.01%
27,214
+796
26 27
28
29 30