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
251
$1.33M 0.01%
117,306
-71,663
252
$1.3M 0.01%
38,148
-13,742
253
$1.29M 0.01%
12,223
-880
254
$1.29M 0.01%
+83,909
255
$1.29M 0.01%
4,422
-202
256
$1.29M 0.01%
186,997
-228,570
257
$1.28M 0.01%
81,853
-58,006
258
$1.28M 0.01%
65,471
-91,568
259
$1.27M 0.01%
13,712
+1,049
260
$1.26M 0.01%
13,757
-118
261
$1.26M 0.01%
4,775
-523
262
$1.25M 0.01%
47,545
-370
263
$1.25M 0.01%
25,946
+17,705
264
$1.25M 0.01%
37,547
-1,026
265
$1.25M 0.01%
783
+97
266
$1.25M 0.01%
64,642
-10,900
267
$1.24M 0.01%
53,445
-984
268
$1.24M 0.01%
13,848
-2,193
269
$1.23M 0.01%
13,174
+816
270
$1.22M 0.01%
3,976
-584
271
$1.22M 0.01%
6,132
+623
272
$1.21M 0.01%
11,679
-823
273
$1.21M 0.01%
14,075
-559
274
$1.21M 0.01%
44,000
+11,525
275
$1.2M 0.01%
3,340
+241
9 10
11
12 13