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
776
$270K ﹤0.01%
1,481
-1,407
777
$268K ﹤0.01%
8,547
-332
778
$267K ﹤0.01%
7,840
+216
779
$266K ﹤0.01%
11,358
+2,133
780
$265K ﹤0.01%
5,413
-10
781
$264K ﹤0.01%
+2,280
782
$262K ﹤0.01%
3,534
-2,638
783
$260K ﹤0.01%
+4,472
784
$257K ﹤0.01%
+10,890
785
$256K ﹤0.01%
+3,966
786
$255K ﹤0.01%
3,570
+529
787
$255K ﹤0.01%
1,743
-324
788
$254K ﹤0.01%
4,507
-948
789
$252K ﹤0.01%
4,006
-92
790
$250K ﹤0.01%
+997
791
$248K ﹤0.01%
2,820
-54
792
$247K ﹤0.01%
1,174
-629
793
$246K ﹤0.01%
+4,829
794
$244K ﹤0.01%
2,809
-14
795
$244K ﹤0.01%
10,131
-72,416
796
$243K ﹤0.01%
3,384
-1,457
797
$240K ﹤0.01%
+7,161
798
$239K ﹤0.01%
933
-39
799
$238K ﹤0.01%
+9,264
800
$236K ﹤0.01%
22,688
-2,993
30 31
32
33 34