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
376
$2.42M 0.01%
39,477
+586
377
$2.41M 0.01%
9,021
+7,242
378
$2.41M 0.01%
80,083
-39,771
379
$2.41M 0.01%
42,207
-6,981
380
$2.4M 0.01%
12,311
+12
381
$2.39M 0.01%
136,427
-2,602
382
$2.37M 0.01%
34,531
-1,162
383
$2.34M 0.01%
43,223
+18,107
384
$2.31M 0.01%
44,147
-88,184
385
$2.31M 0.01%
124,632
-2,894
386
$2.28M 0.01%
39,556
-4,655
387
$2.28M 0.01%
94,522
+65,674
388
$2.26M 0.01%
75,137
-1,200
389
$2.26M 0.01%
4,133
+2,589
390
$2.25M 0.01%
78,118
-1,576
391
$2.25M 0.01%
16,288
-1,486
392
$2.2M 0.01%
93,478
-3,032
393
$2.17M 0.01%
22,944
-26,959
394
$2.17M 0.01%
225,386
-12,504
395
$2.16M 0.01%
9,842
+257
396
$2.15M 0.01%
7,328
-50
397
$2.14M 0.01%
21,670
-1,658
398
$2.14M 0.01%
16,839
-2,187
399
$2.14M 0.01%
145,000
-457
400
$2.13M 0.01%
16,198
+3,460
14 15
16
17 18