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
401
$2.13M 0.01%
96,232
+23,792
402
$2.11M 0.01%
13,309
+3,461
403
$2.11M 0.01%
15,726
+1,010
404
$2.1M 0.01%
10,391
+2,648
405
$2.1M 0.01%
49,932
-35,784
406
$2.08M 0.01%
10,007
-209
407
$2.07M 0.01%
51,732
-11,037
408
$2.07M 0.01%
46,675
+1,114
409
$2.06M 0.01%
16,148
+11
410
$2.04M 0.01%
76,534
-10,305
411
$2.03M 0.01%
106,114
+16,335
412
$2M 0.01%
67,806
-39,509
413
$1.99M 0.01%
94,752
+4,214
414
$1.96M 0.01%
5,492
+1,024
415
$1.96M 0.01%
61,796
+10,180
416
$1.93M 0.01%
8,092
+21
417
$1.92M 0.01%
25,376
+1,804
418
$1.92M 0.01%
33,149
+4,525
419
$1.92M 0.01%
31,801
+3,227
420
$1.91M 0.01%
74,957
+3,911
421
$1.9M 0.01%
33,145
+27,445
422
$1.9M 0.01%
52,711
+10,082
423
$1.9M 0.01%
9,188
-4,173
424
$1.89M 0.01%
22,597
+2,084
425
$1.88M 0.01%
58,392
+6,821
15 16
17
18 19