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
276
$3.45M 0.02%
6,894
+84
277
$3.45M 0.02%
41,855
-1,142
278
$3.43M 0.02%
53,232
+6,459
279
$3.43M 0.02%
68,138
-2,877
280
$3.38M 0.02%
11,035
+1,269
281
$3.37M 0.02%
267,494
+11,185
282
$3.35M 0.02%
54,603
-8,765
283
$3.34M 0.02%
25,298
-102
284
$3.33M 0.02%
170,575
-5,791
285
$3.31M 0.02%
19,305
+704
286
$3.27M 0.01%
65,340
+7,920
287
$3.26M 0.01%
49,695
+7,698
288
$3.25M 0.01%
156,389
-93,793
289
$3.24M 0.01%
4,393
+23
290
$3.23M 0.01%
69,432
+17,258
291
$3.23M 0.01%
28,150
+280
292
$3.22M 0.01%
42,701
-5,805
293
$3.21M 0.01%
15,284
+801
294
$3.21M 0.01%
23,082
+2,794
295
$3.2M 0.01%
14,025
+2,004
296
$3.2M 0.01%
87,181
+8,454
297
$3.2M 0.01%
19,186
+7,852
298
$3.15M 0.01%
41,226
-1,171
299
$3.15M 0.01%
13,200
+5,558
300
$3.14M 0.01%
28,785
-911
10 11
12
13 14