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
426
$367K ﹤0.01%
+12,975
427
$362K ﹤0.01%
6,149
-30,010
428
$357K ﹤0.01%
70,217
-142,708
429
$357K ﹤0.01%
20,455
-5,823
430
$356K ﹤0.01%
316
-6
431
$355K ﹤0.01%
8,314
+2,253
432
$355K ﹤0.01%
+3,160
433
$352K ﹤0.01%
3,535
-810
434
$348K ﹤0.01%
+4,391
435
$346K ﹤0.01%
3,569
-967
436
$344K ﹤0.01%
12,852
-1,295
437
$340K ﹤0.01%
6,765
-1,131
438
$338K ﹤0.01%
7,481
+518
439
$337K ﹤0.01%
+5,649
440
$337K ﹤0.01%
1,928
+248
441
$336K ﹤0.01%
+2,665
442
$333K ﹤0.01%
797
-60
443
$331K ﹤0.01%
3,377
+551
444
$329K ﹤0.01%
3,890
-188
445
$325K ﹤0.01%
31,821
+15,418
446
$325K ﹤0.01%
11,546
+1,576
447
$320K ﹤0.01%
3,922
+710
448
$318K ﹤0.01%
4,534
+1,353
449
$308K ﹤0.01%
+2,159
450
$307K ﹤0.01%
+13,177
16 17
18
19 20