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
751
$319K ﹤0.01%
5,935
+685
752
$317K ﹤0.01%
7,390
+598
753
$316K ﹤0.01%
4,557
-186
754
$316K ﹤0.01%
+18,679
755
$310K ﹤0.01%
2,586
-66
756
$308K ﹤0.01%
11,496
+1,675
757
$303K ﹤0.01%
+6,737
758
$302K ﹤0.01%
2,832
-248
759
$300K ﹤0.01%
9,301
+2,086
760
$299K ﹤0.01%
3,970
-269
761
$295K ﹤0.01%
+13,079
762
$295K ﹤0.01%
+28,379
763
$292K ﹤0.01%
1,095
-1,494
764
$291K ﹤0.01%
+15,708
765
$291K ﹤0.01%
4,843
-7,046
766
$290K ﹤0.01%
2,775
-1,369
767
$286K ﹤0.01%
+11,616
768
$286K ﹤0.01%
7,290
-1,459
769
$285K ﹤0.01%
11,648
-233
770
$282K ﹤0.01%
17,013
+210
771
$281K ﹤0.01%
3,613
+416
772
$280K ﹤0.01%
+6,614
773
$276K ﹤0.01%
+3,033
774
$274K ﹤0.01%
12,568
-4,858
775
$271K ﹤0.01%
+5,257
29 30
31
32 33