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
701
$452K ﹤0.01%
2,773
-2
702
$448K ﹤0.01%
12,371
+1,580
703
$448K ﹤0.01%
5,893
-944
704
$447K ﹤0.01%
10,918
+821
705
$445K ﹤0.01%
3,811
+208
706
$444K ﹤0.01%
20,115
-383
707
$441K ﹤0.01%
16,795
+67
708
$440K ﹤0.01%
7,564
-1,974
709
$431K ﹤0.01%
4,870
-4,980
710
$429K ﹤0.01%
5,067
-3,283
711
$426K ﹤0.01%
5,356
+1,127
712
$425K ﹤0.01%
2,991
-538
713
$424K ﹤0.01%
4,421
+31
714
$423K ﹤0.01%
6,412
+1,086
715
$423K ﹤0.01%
4,297
-87
716
$421K ﹤0.01%
1,872
-60
717
$418K ﹤0.01%
21,430
+3,755
718
$416K ﹤0.01%
2,794
-26,047
719
$409K ﹤0.01%
5,029
-3,121
720
$407K ﹤0.01%
19,362
+9,402
721
$404K ﹤0.01%
6,204
+1,530
722
$403K ﹤0.01%
2,403
-4,533
723
$402K ﹤0.01%
2,273
-158
724
$400K ﹤0.01%
3,656
+472
725
$394K ﹤0.01%
5,684
-379
27 28
29
30 31