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
176
$6.58M 0.03%
93,643
+8,192
177
$6.4M 0.03%
47,093
-1,482
178
$6.34M 0.03%
44,593
-3,716
179
$6.23M 0.03%
80,262
+9,588
180
$6.21M 0.03%
188,383
-8,585
181
$5.99M 0.03%
45,382
-3,474
182
$5.98M 0.03%
105,462
+61,315
183
$5.95M 0.03%
57,311
+3,002
184
$5.84M 0.02%
123,863
+14,928
185
$5.8M 0.02%
13,563
+835
186
$5.79M 0.02%
68,722
-3,554
187
$5.78M 0.02%
228,336
-5,844
188
$5.76M 0.02%
49,905
-1,116
189
$5.69M 0.02%
376,363
+108,869
190
$5.69M 0.02%
30,768
-708
191
$5.69M 0.02%
30,453
-1,536
192
$5.68M 0.02%
109,670
+28,267
193
$5.65M 0.02%
168,829
+133,787
194
$5.64M 0.02%
152,127
+44,161
195
$5.57M 0.02%
16,148
+1,842
196
$5.55M 0.02%
43,189
+8,875
197
$5.49M 0.02%
186,166
+8,948
198
$5.47M 0.02%
28,431
-3,026
199
$5.46M 0.02%
12,280
-4,144
200
$5.4M 0.02%
61,183
-7,088
6 7
8
9 10