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
$12.9B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$668M
3
+$170M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$121M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$83M

Top Sells

1
+$1.05B
2
+$624M
3
+$252M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$103M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$64.1M

Sector Composition

1 Technology 2.6%
2 Financials 1.43%
3 Consumer Discretionary 1.3%
4 Healthcare 1.22%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.5M 0.01%
23,542
-7,648
227
$1.49M 0.01%
20,727
-13,567
228
$1.49M 0.01%
16,618
-814
229
$1.49M 0.01%
10,615
+4,909
230
$1.49M 0.01%
8,732
-25
231
$1.48M 0.01%
7,726
-1,299
232
$1.48M 0.01%
+6,121
233
$1.48M 0.01%
15,130
-3,950
234
$1.47M 0.01%
9,036
-542
235
$1.46M 0.01%
78,280
-25,799
236
$1.46M 0.01%
13,884
-1,046
237
$1.44M 0.01%
9,151
+2,676
238
$1.43M 0.01%
+87,107
239
$1.43M 0.01%
38,869
-21,363
240
$1.43M 0.01%
7,931
-187
241
$1.42M 0.01%
20,565
-477
242
$1.41M 0.01%
+42,763
243
$1.39M 0.01%
4,661
+1,015
244
$1.38M 0.01%
23,433
-9,344
245
$1.38M 0.01%
11,142
+6,622
246
$1.37M 0.01%
28,728
-16,125
247
$1.37M 0.01%
+32,895
248
$1.36M 0.01%
7,776
+378
249
$1.34M 0.01%
7,071
-168
250
$1.34M 0.01%
+28,446
8 9
10
11 12