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
$22B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$242M
3
+$200M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$155M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$126M

Top Sells

1
+$250M
2
+$200M
3
+$166M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$116M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$85.8M

Sector Composition

1 Technology 3.63%
2 Healthcare 2.01%
3 Financials 1.77%
4 Consumer Discretionary 1.61%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.51M 0.02%
62,366
+30,200
227
$4.5M 0.02%
22,011
-792
228
$4.44M 0.02%
59,781
-5,237
229
$4.42M 0.02%
10,032
-446
230
$4.4M 0.02%
56,229
-3,140
231
$4.37M 0.02%
77,015
+24,800
232
$4.34M 0.02%
28,087
+4,816
233
$4.33M 0.02%
20,555
-862
234
$4.32M 0.02%
119,922
-2,636
235
$4.31M 0.02%
44,350
+21,347
236
$4.31M 0.02%
29,426
-4,069
237
$4.3M 0.02%
33,869
+7,497
238
$4.19M 0.02%
1,706
-176
239
$4.12M 0.02%
87,750
+1,415
240
$4.12M 0.02%
70,674
+500
241
$4.12M 0.02%
10,657
-35
242
$4.1M 0.02%
107,966
+3,938
243
$4.08M 0.02%
76,930
+10,110
244
$4.08M 0.02%
134,222
+11,755
245
$4.06M 0.02%
88,518
-13,191
246
$4.01M 0.02%
122,868
+45,496
247
$3.99M 0.02%
100,937
-2,574
248
$3.99M 0.02%
34,314
-657
249
$3.98M 0.02%
18,956
+584
250
$3.96M 0.02%
72,305
+3,174
8 9
10
11 12