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
151
$8.01M 0.03%
126,499
+13,911
152
$7.92M 0.03%
87,650
-113
153
$7.82M 0.03%
87,089
+21,302
154
$7.73M 0.03%
335,956
-14,983
155
$7.72M 0.03%
139,491
+46,858
156
$7.7M 0.03%
169,911
-1,140
157
$7.65M 0.03%
10,645
-5,943
158
$7.58M 0.03%
26,311
+10,424
159
$7.54M 0.03%
43,505
+7,578
160
$7.53M 0.03%
34,246
-4,492
161
$7.45M 0.03%
48,620
+1,877
162
$7.39M 0.03%
36,725
-4,650
163
$7.38M 0.03%
27,798
-714
164
$7.37M 0.03%
55,658
-6,496
165
$7.36M 0.03%
377,604
+3,816
166
$7.32M 0.03%
+296,389
167
$7.19M 0.03%
62,814
-5,203
168
$7.04M 0.03%
59,099
-27,901
169
$6.9M 0.03%
38,495
-4,429
170
$6.82M 0.03%
35,421
+10,487
171
$6.81M 0.03%
30,993
+227
172
$6.78M 0.03%
80,994
-16,970
173
$6.72M 0.03%
80,391
-12,453
174
$6.66M 0.03%
35,938
+799
175
$6.6M 0.03%
8,373
+1,052
5 6
7
8 9