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
376
$694K 0.01%
33,344
-26,152
377
$683K 0.01%
6,863
-14,580
378
$675K 0.01%
5,890
-4,339
379
$666K 0.01%
8,758
+3,708
380
$647K 0.01%
+29,175
381
$629K ﹤0.01%
+8,750
382
$624K ﹤0.01%
8,502
+3,126
383
$616K ﹤0.01%
3,361
+1,727
384
$613K ﹤0.01%
15,381
+1,200
385
$606K ﹤0.01%
186
-106
386
$602K ﹤0.01%
10,434
-12,102
387
$602K ﹤0.01%
2,353
+940
388
$596K ﹤0.01%
6,991
-193
389
$561K ﹤0.01%
2,718
-4,283
390
$555K ﹤0.01%
+24,287
391
$547K ﹤0.01%
8,564
-11,317
392
$546K ﹤0.01%
108,849
-150,751
393
$544K ﹤0.01%
+3,629
394
$539K ﹤0.01%
15,560
-1,724
395
$535K ﹤0.01%
2,694
+4
396
$533K ﹤0.01%
15,601
+7,489
397
$532K ﹤0.01%
24,820
+3,464
398
$513K ﹤0.01%
9,447
-15,142
399
$509K ﹤0.01%
2,715
-220
400
$496K ﹤0.01%
5,686
-4,878
14 15
16
17 18