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
351
$2.66M 0.01%
13,859
+1,571
352
$2.66M 0.01%
14,860
+10,052
353
$2.66M 0.01%
66,577
+11,134
354
$2.65M 0.01%
38,013
+1,937
355
$2.6M 0.01%
96,686
+8,096
356
$2.6M 0.01%
23,637
-11,016
357
$2.58M 0.01%
51,362
-11,178
358
$2.58M 0.01%
16,804
-8,005
359
$2.57M 0.01%
49,765
+24,816
360
$2.57M 0.01%
115,179
+101,465
361
$2.55M 0.01%
38,375
-4,124
362
$2.54M 0.01%
39,900
+54
363
$2.53M 0.01%
8,836
-292
364
$2.53M 0.01%
15,515
+6
365
$2.53M 0.01%
27,698
-4,081
366
$2.52M 0.01%
40,343
+4,532
367
$2.51M 0.01%
30,996
+2,328
368
$2.51M 0.01%
22,760
-2,244
369
$2.51M 0.01%
59,246
+25,021
370
$2.5M 0.01%
45,302
+10,942
371
$2.49M 0.01%
57,684
-1,438
372
$2.48M 0.01%
62,118
+16,253
373
$2.45M 0.01%
45,538
-13,222
374
$2.44M 0.01%
35,996
+6,579
375
$2.42M 0.01%
20,637
+8,551
13 14
15
16 17