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
801
$235K ﹤0.01%
+8,693
802
$233K ﹤0.01%
27,982
+15,044
803
$229K ﹤0.01%
9,043
+232
804
$228K ﹤0.01%
+9,056
805
$225K ﹤0.01%
9,231
+516
806
$223K ﹤0.01%
4,318
-5,869
807
$221K ﹤0.01%
+7,049
808
$219K ﹤0.01%
+6,142
809
$218K ﹤0.01%
5,095
-137
810
$218K ﹤0.01%
+4,084
811
$212K ﹤0.01%
2,923
-800
812
$209K ﹤0.01%
+3,979
813
$209K ﹤0.01%
+6,746
814
$208K ﹤0.01%
+8,173
815
$205K ﹤0.01%
+755
816
$201K ﹤0.01%
+3,485
817
$170K ﹤0.01%
9,956
+862
818
$137K ﹤0.01%
11,391
+1,294
819
$126K ﹤0.01%
1,831
-540
820
$120K ﹤0.01%
30,968
+9,670
821
$102K ﹤0.01%
39,595
+6,725
822
$91.2K ﹤0.01%
+11,193
823
$48.4K ﹤0.01%
1,349
+44
824
$25.4K ﹤0.01%
11,228
-2,158,725
825
– –
-585
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