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
301
$3.12M 0.01%
29,805
-1,002
302
$3.12M 0.01%
38,695
+8,733
303
$3.11M 0.01%
20,490
+881
304
$3.11M 0.01%
1,171
+23
305
$3.1M 0.01%
177,687
-621
306
$3.1M 0.01%
43,868
+2,980
307
$3.09M 0.01%
83,037
+24,911
308
$3.09M 0.01%
32,704
-291
309
$3.05M 0.01%
13,146
-900
310
$3.05M 0.01%
31,030
+21,597
311
$3.05M 0.01%
36,143
+1,827
312
$3.03M 0.01%
34,521
+944
313
$3.03M 0.01%
42,920
-554
314
$3.03M 0.01%
23,410
+1,768
315
$3.03M 0.01%
37,488
-1,035
316
$3.01M 0.01%
65,753
+6,850
317
$3.01M 0.01%
36,150
-34,663
318
$3.01M 0.01%
58,549
+2,834
319
$3.01M 0.01%
60,448
+9,006
320
$3M 0.01%
8,763
+863
321
$3M 0.01%
136,515
+31,924
322
$2.97M 0.01%
13,424
+2,137
323
$2.96M 0.01%
49,086
+1,601
324
$2.96M 0.01%
35,767
+3,075
325
$2.95M 0.01%
15,050
+1,482
11 12
13
14 15