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
51
$33.2M 0.14%
69,130
-3,749
52
$31.5M 0.13%
362,610
-5,200
53
$30.3M 0.13%
687,710
+23,700
54
$30.2M 0.13%
1,042,268
+89,647
55
$28.5M 0.12%
806,633
+799,224
56
$28.4M 0.12%
76,893
+16,666
57
$27.9M 0.12%
150,780
-1,543
58
$27.4M 0.12%
165,791
-11,094
59
$27M 0.11%
90,527
+931
60
$26.2M 0.11%
48,649
-178
61
$23.5M 0.1%
495,567
+63,113
62
$22.9M 0.1%
51,768
+13,704
63
$22.9M 0.1%
46,840
-1,375
64
$22.7M 0.1%
144,181
-8,949
65
$22.5M 0.1%
428,619
+849
66
$22.1M 0.09%
194,304
+5,939
67
$19.9M 0.08%
338,605
-7,343
68
$19.4M 0.08%
92,036
+2,707
69
$19.1M 0.08%
248,402
+7,879
70
$18.3M 0.08%
80,884
-1,906
71
$18.1M 0.08%
151,623
+4,069
72
$17.9M 0.08%
39,112
-814
73
$17.2M 0.07%
157,618
+13,278
74
$17M 0.07%
126,235
-57,358
75
$17M 0.07%
705,726
+661,662
1 2
3
4 5