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
76
$16.2M 0.07%
42,410
-164
77
$16M 0.07%
587,635
-14,887
78
$15.8M 0.07%
327,254
-3,961
79
$15.6M 0.07%
259,647
-13,813
80
$15.2M 0.06%
73,320
-916
81
$15.1M 0.06%
49,061
-2
82
$15M 0.06%
194,695
+47,860
83
$14.7M 0.06%
148,299
-1,863
84
$14.6M 0.06%
41,621
+1,742
85
$14.6M 0.06%
159,312
+22,090
86
$14.5M 0.06%
280,524
-16,194
87
$14.5M 0.06%
348,102
+7,232
88
$14.3M 0.06%
67,610
+491
89
$14.1M 0.06%
136,126
+2,045
90
$13.9M 0.06%
34,677
+4,928
91
$13.8M 0.06%
76,881
-8,598
92
$13.4M 0.06%
178,480
-20,478
93
$13M 0.06%
164,941
-3,352
94
$13M 0.06%
117,965
-24,943
95
$12.7M 0.05%
165,435
+2,825
96
$12.7M 0.05%
22,536
+982
97
$12.5M 0.05%
56,247
-8,060
98
$12.4M 0.05%
141,721
+16,385
99
$12.3M 0.05%
35,894
+5,984
100
$12.2M 0.05%
327,480
-6,770
2 3
4
5 6