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
451
$301K ﹤0.01%
30,974
+7,905
452
$301K ﹤0.01%
+2,595
453
$300K ﹤0.01%
3,453
+422
454
$298K ﹤0.01%
20,556
-827
455
$297K ﹤0.01%
+2,464
456
$291K ﹤0.01%
+3,139
457
$286K ﹤0.01%
2,510
+166
458
$278K ﹤0.01%
1,712
-105
459
$278K ﹤0.01%
+1,021
460
$271K ﹤0.01%
23,984
-95,988
461
$271K ﹤0.01%
+5,134
462
$269K ﹤0.01%
+2,541
463
$268K ﹤0.01%
2,350
-176
464
$267K ﹤0.01%
20,336
+2,368
465
$263K ﹤0.01%
+6,357
466
$262K ﹤0.01%
+3,453
467
$262K ﹤0.01%
2,136
-123
468
$262K ﹤0.01%
+5,895
469
$258K ﹤0.01%
+2,590
470
$257K ﹤0.01%
+7,541
471
$254K ﹤0.01%
+7,709
472
$253K ﹤0.01%
813
-34
473
$251K ﹤0.01%
+4,202
474
$249K ﹤0.01%
+4,325
475
$245K ﹤0.01%
16,490
-58,534
17 18
19
20 21