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
726
$394K ﹤0.01%
13,084
+566
727
$392K ﹤0.01%
5,778
-148
728
$388K ﹤0.01%
4,017
-9,589
729
$373K ﹤0.01%
9,433
-3,199
730
$364K ﹤0.01%
7,388
+807
731
$363K ﹤0.01%
6,855
+1,735
732
$363K ﹤0.01%
5,878
+685
733
$361K ﹤0.01%
18,204
+7,548
734
$359K ﹤0.01%
3,758
+1,203
735
$356K ﹤0.01%
6,201
+484
736
$353K ﹤0.01%
9,226
+3,400
737
$348K ﹤0.01%
1,695
-50
738
$343K ﹤0.01%
12,539
+1,511
739
$342K ﹤0.01%
3,201
+455
740
$342K ﹤0.01%
+18,339
741
$337K ﹤0.01%
2,140
-401
742
$336K ﹤0.01%
+17,372
743
$336K ﹤0.01%
8,451
-269
744
$335K ﹤0.01%
+9,731
745
$333K ﹤0.01%
+2,850
746
$332K ﹤0.01%
3,054
+1,060
747
$332K ﹤0.01%
2,792
-1,291
748
$331K ﹤0.01%
11,395
-3,164
749
$327K ﹤0.01%
1,506
-8,885
750
$321K ﹤0.01%
10,923
+1,204
28 29
30
31 32