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
251
$3.95M 0.02%
13,074
+655
252
$3.92M 0.02%
15,887
+1,613
253
$3.91M 0.02%
26,922
+182
254
$3.88M 0.02%
66,934
-3,667
255
$3.87M 0.02%
12,959
+6,462
256
$3.86M 0.02%
36,402
+18,675
257
$3.85M 0.02%
27,206
-730
258
$3.84M 0.02%
128,563
-32,856
259
$3.81M 0.02%
28,841
+14,561
260
$3.8M 0.02%
37,386
+682
261
$3.69M 0.02%
69,764
-50
262
$3.69M 0.02%
98,322
+82,594
263
$3.69M 0.02%
35,268
+1,572
264
$3.69M 0.02%
39,259
+1,826
265
$3.68M 0.02%
30,582
+115
266
$3.65M 0.02%
37,908
+1,634
267
$3.63M 0.02%
6,487
+764
268
$3.63M 0.02%
77,354
-6,020
269
$3.62M 0.02%
9,157
+3,245
270
$3.6M 0.02%
105,300
-5,100
271
$3.59M 0.02%
31,791
+4,878
272
$3.56M 0.02%
22,016
-1,685
273
$3.5M 0.02%
43,916
-8,621
274
$3.47M 0.02%
11,323
+644
275
$3.45M 0.02%
10,269
+5,436
9 10
11
12 13