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
351
$788K 0.01%
45,941
-16,831
352
$785K 0.01%
13,152
+6,531
353
$784K 0.01%
8,875
+38
354
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355
$779K 0.01%
18,384
-1,491
356
$775K 0.01%
10,435
-1,599
357
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2,348
+477
358
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4,569
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359
$767K 0.01%
+19,235
360
$767K 0.01%
7,797
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361
$766K 0.01%
+29,241
362
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5,461
-544
363
$760K 0.01%
19,902
-10,416
364
$759K 0.01%
+3,343
365
$758K 0.01%
10,915
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366
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9,704
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368
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21,354
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369
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370
$724K 0.01%
+20,098
371
$719K 0.01%
7,446
+4,955
372
$719K 0.01%
25,195
-15,675
373
$710K 0.01%
3,293
-3,770
374
$709K 0.01%
7,385
+1,685
375
$703K 0.01%
10,100
-14,166
13 14
15
16 17