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
201
$5.35M 0.02%
124,003
+62,207
202
$5.33M 0.02%
17,566
+116
203
$5.31M 0.02%
27,750
-3,960
204
$5.3M 0.02%
64,711
+8,482
205
$5.25M 0.02%
27,646
-6,667
206
$5.24M 0.02%
10,890
+858
207
$5.16M 0.02%
11,860
+1,203
208
$5.15M 0.02%
80,160
+3,230
209
$5.15M 0.02%
41,594
+613
210
$5.1M 0.02%
11,531
-749
211
$5.09M 0.02%
266,768
+34,294
212
$5.09M 0.02%
41,966
+4,580
213
$5.06M 0.02%
40,712
-380
214
$5.04M 0.02%
126,056
-642
215
$5.04M 0.02%
109,417
+32,063
216
$5.03M 0.02%
111,369
+41,937
217
$5.03M 0.02%
106,983
-2,731
218
$5.02M 0.02%
118,246
-12,300
219
$4.98M 0.02%
21,168
-843
220
$4.97M 0.02%
43,218
+7,950
221
$4.95M 0.02%
54,804
-3,433
222
$4.92M 0.02%
20,988
+2,032
223
$4.91M 0.02%
285,092
+12,151
224
$4.87M 0.02%
451,356
-22,408
225
$4.84M 0.02%
10,610
-762
7 8
9
10 11