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
401
$492K ﹤0.01%
611
-27
402
$483K ﹤0.01%
13,641
-551
403
$476K ﹤0.01%
3,077
-5,537
404
$474K ﹤0.01%
+8,686
405
$473K ﹤0.01%
1,724
+260
406
$472K ﹤0.01%
5,058
-7,400
407
$471K ﹤0.01%
+3,382
408
$458K ﹤0.01%
2,328
-60
409
$454K ﹤0.01%
7,125
-2,041
410
$449K ﹤0.01%
16,724
+127
411
$446K ﹤0.01%
12,389
-28,496
412
$444K ﹤0.01%
4,345
-6,094
413
$444K ﹤0.01%
+3,184
414
$441K ﹤0.01%
1,425
-538
415
$423K ﹤0.01%
2,460
-227
416
$423K ﹤0.01%
+29,626
417
$422K ﹤0.01%
16,310
+231
418
$412K ﹤0.01%
7,820
+1,258
419
$407K ﹤0.01%
1,118
+202
420
$392K ﹤0.01%
4,407
-656
421
$391K ﹤0.01%
4,015
-582
422
$386K ﹤0.01%
10,016
-28,151
423
$378K ﹤0.01%
5,336
-412
424
$374K ﹤0.01%
+6,839
425
$369K ﹤0.01%
9,865
-17,900
15 16
17
18 19