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
126
$9.72M 0.04%
153,005
+103,310
127
$9.7M 0.04%
273,120
+61,471
128
$9.67M 0.04%
98,673
-9,933
129
$9.55M 0.04%
77,914
-9,075
130
$9.48M 0.04%
77,876
+23,185
131
$9.44M 0.04%
59,330
+4,738
132
$9.36M 0.04%
43,981
-21,455
133
$9.13M 0.04%
103,628
+17,392
134
$9.12M 0.04%
143,205
+10,320
135
$9.11M 0.04%
158,566
+23,250
136
$9.02M 0.04%
31,874
+6,651
137
$8.99M 0.04%
46,172
+448
138
$8.98M 0.04%
196,938
-2,732
139
$8.91M 0.04%
558,880
+74,029
140
$8.88M 0.04%
201,147
-12,704
141
$8.87M 0.04%
12,830
-215
142
$8.81M 0.04%
36,125
-291
143
$8.79M 0.04%
74,957
-4,450
144
$8.64M 0.04%
21,320
-4,893
145
$8.47M 0.04%
231,041
+8,274
146
$8.42M 0.04%
33,648
-2,887
147
$8.31M 0.04%
194,702
+30,627
148
$8.19M 0.03%
55,460
+3,435
149
$8.17M 0.03%
39,911
+3,298
150
$8.09M 0.03%
60,435
-1,692
4 5
6
7 8