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
301
$1.07M 0.01%
+18,788
302
$1.06M 0.01%
21,857
-1,561
303
$1.06M 0.01%
23,199
-2,717
304
$1.05M 0.01%
10,424
-193
305
$1.04M 0.01%
17,629
-1,996
306
$1.04M 0.01%
17,742
-10,266
307
$1.03M 0.01%
95,953
-151,934
308
$1.03M 0.01%
+8,906
309
$1.03M 0.01%
9,616
+6,643
310
$1.03M 0.01%
11,726
-9,469
311
$1.02M 0.01%
37,183
-40,460
312
$1.01M 0.01%
87,309
-146,331
313
$1.01M 0.01%
+20,088
314
$1M 0.01%
35,389
-7,044
315
$998K 0.01%
29,355
-9,761
316
$992K 0.01%
13,094
-7,901
317
$987K 0.01%
7,723
-5,753
318
$984K 0.01%
29,172
-31,710
319
$975K 0.01%
7,948
-772
320
$966K 0.01%
77,241
-48,908
321
$958K 0.01%
12,099
-3,036
322
$952K 0.01%
34,620
-54,720
323
$947K 0.01%
42,144
-30,934
324
$946K 0.01%
24,472
+5,763
325
$940K 0.01%
7,120
+1,218
11 12
13
14 15