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
426
$1.87M 0.01%
47,191
+20,291
427
$1.86M 0.01%
62,683
-2,102
428
$1.84M 0.01%
52,712
+10,718
429
$1.83M 0.01%
43,752
+1,322
430
$1.82M 0.01%
5,444
+2,087
431
$1.81M 0.01%
60,589
-10,366
432
$1.81M 0.01%
9,344
-610
433
$1.81M 0.01%
12,828
+88
434
$1.8M 0.01%
29,987
+16,500
435
$1.77M 0.01%
22,658
-23,023
436
$1.77M 0.01%
10,331
+208
437
$1.76M 0.01%
16,556
-4,984
438
$1.74M 0.01%
32,517
-25,462
439
$1.72M 0.01%
+79,319
440
$1.71M 0.01%
+20,906
441
$1.71M 0.01%
53,731
+9,372
442
$1.7M 0.01%
+82,547
443
$1.69M 0.01%
8,554
-3,793
444
$1.67M 0.01%
101,951
-2,577
445
$1.65M 0.01%
43,554
-769
446
$1.65M 0.01%
4,766
+593
447
$1.65M 0.01%
38,057
-3,573
448
$1.64M 0.01%
6,670
-2,196
449
$1.64M 0.01%
4,586
-773
450
$1.63M 0.01%
16,430
-416
16 17
18
19 20