Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
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
1
$3.15B 13.36%
14,297,929
+624,374
2
$2.45B 10.37%
52,976,612
-137,195
3
$1.65B 7.02%
40,668,864
+2,169,734
4
$1.59B 6.75%
31,713,402
+5,970,904
5
$1.55B 6.59%
87,150,572
+966,242
6
$1.44B 6.11%
29,234,637
-249,861
7
$1.26B 5.35%
73,176,015
-4,434,888
8
$1.03B 4.38%
6,363,316
+639,097
9
$601M 2.55%
7,191,808
+289,090
10
$587M 2.49%
24,267,300
-1,875,489
11
$579M 2.45%
5,350,345
+164,776
12
$463M 1.96%
3,111,344
+168,051
13
$441M 1.87%
9,555,683
-417,485
14
$435M 1.84%
5,024,930
+149,958
15
$283M 1.2%
2,895,913
+84,035
16
$270M 1.14%
1,357,476
-16,957
17
$236M 1%
1,214,950
+44,456
18
$208M 0.88%
611,549
+10,732
19
$202M 0.86%
495,485
-9,891
20
$189M 0.8%
930,020
-36,363
21
$151M 0.64%
2,922,090
-506,028
22
$149M 0.63%
3,532,790
+88,890
23
$137M 0.58%
1,408,115
+156,982
24
$120M 0.51%
1,062,198
-47,190
25
$117M 0.5%
1,438,473
-20,842
1
2 3 4 5