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
276
$1.2M 0.01%
8,559
+78
277
$1.19M 0.01%
24,792
-7,438
278
$1.19M 0.01%
22,665
+11,133
279
$1.19M 0.01%
19,176
+13,542
280
$1.19M 0.01%
5,584
+3,386
281
$1.19M 0.01%
14,483
-1,985
282
$1.18M 0.01%
8,309
+3,385
283
$1.18M 0.01%
24,014
-31,258
284
$1.18M 0.01%
45,376
-34,345
285
$1.17M 0.01%
+22,625
286
$1.17M 0.01%
5,656
+1,011
287
$1.17M 0.01%
16,601
-5,694
288
$1.14M 0.01%
72,032
+825
289
$1.14M 0.01%
+66,385
290
$1.13M 0.01%
5,891
-629
291
$1.13M 0.01%
+19,259
292
$1.12M 0.01%
22,212
+2,445
293
$1.12M 0.01%
16,373
+11,003
294
$1.12M 0.01%
51,619
+5,308
295
$1.11M 0.01%
12,364
-11,122
296
$1.1M 0.01%
11,296
-3,377
297
$1.1M 0.01%
21,358
-6,458
298
$1.09M 0.01%
42,242
+3,472
299
$1.09M 0.01%
17,095
+124
300
$1.08M 0.01%
+48,437
10 11
12
13 14