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
101
$12.2M 0.05%
166,954
+2,589
102
$12.2M 0.05%
190,273
+6,285
103
$12M 0.05%
69,049
+8,255
104
$11.9M 0.05%
611,122
-86,123
105
$11.7M 0.05%
138,310
-6,856
106
$11.7M 0.05%
84,469
+21,291
107
$11.7M 0.05%
47,366
-8,615
108
$11.6M 0.05%
80,339
-2,457
109
$11.6M 0.05%
35,944
-2,889
110
$11.6M 0.05%
213,968
-6,744
111
$11.5M 0.05%
155,568
-12,092
112
$11.5M 0.05%
98,555
-3,055
113
$11.5M 0.05%
233,395
-7,189
114
$11.1M 0.05%
110,674
+4,727
115
$11.1M 0.05%
24,044
-2,707
116
$11M 0.05%
383,150
+47,114
117
$10.8M 0.05%
126,809
-15,964
118
$10.8M 0.05%
57,191
-367
119
$10.7M 0.05%
109,968
-4,299
120
$10.6M 0.05%
20,395
-7,095
121
$10.5M 0.04%
34,486
-783
122
$10.3M 0.04%
57,798
+6,547
123
$10.2M 0.04%
77,510
-1,525
124
$10.1M 0.04%
40,566
+5,762
125
$9.82M 0.04%
56,398
-5,080
3 4
5
6 7