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
326
$938K 0.01%
3,788
-163
327
$920K 0.01%
+8,846
328
$919K 0.01%
8,316
-5,536
329
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5,929
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330
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9,687
-2,752
331
$899K 0.01%
6,034
-6,808
332
$897K 0.01%
37,468
+20,620
333
$897K 0.01%
4,874
+1,297
334
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16,333
-9,536
335
$883K 0.01%
72,045
-39,586
336
$882K 0.01%
4,676
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337
$876K 0.01%
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338
$870K 0.01%
+5,508
339
$867K 0.01%
8,606
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340
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83,806
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342
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26,965
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343
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4,827
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344
$836K 0.01%
16,802
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345
$825K 0.01%
76,505
-39,133
346
$820K 0.01%
61,742
-27,352
347
$811K 0.01%
8,864
-21,473
348
$796K 0.01%
30,495
-42,338
349
$795K 0.01%
5,324
-4,221
350
$790K 0.01%
2,549
-1,724
12 13
14
15 16