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
326
$2.95M 0.01%
11,928
-12,576
327
$2.91M 0.01%
4,039
+190
328
$2.91M 0.01%
7,293
-351
329
$2.9M 0.01%
42,070
+16,066
330
$2.88M 0.01%
25,531
+16,879
331
$2.87M 0.01%
10,336
+3,825
332
$2.85M 0.01%
65,581
-17,804
333
$2.84M 0.01%
21,633
+688
334
$2.84M 0.01%
35,900
+1,076
335
$2.81M 0.01%
59,681
-1,244
336
$2.79M 0.01%
79,928
-3,727
337
$2.79M 0.01%
37,489
-38,190
338
$2.78M 0.01%
80,375
-33,715
339
$2.76M 0.01%
20,651
-795
340
$2.74M 0.01%
147,488
-15,207
341
$2.73M 0.01%
16,422
+152
342
$2.71M 0.01%
167,538
+18,386
343
$2.7M 0.01%
11,112
+1,638
344
$2.7M 0.01%
46,017
+6,637
345
$2.7M 0.01%
63,667
-821
346
$2.69M 0.01%
31,130
-15,688
347
$2.68M 0.01%
17,010
-2,332
348
$2.67M 0.01%
40,424
+5,885
349
$2.67M 0.01%
39,532
-17,146
350
$2.66M 0.01%
73,790
+16,023
12 13
14
15 16