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
451
$1.62M 0.01%
35,281
-765
452
$1.62M 0.01%
14,597
-6,527
453
$1.61M 0.01%
26,803
+183
454
$1.58M 0.01%
35,691
+2,469
455
$1.58M 0.01%
29,780
+4,297
456
$1.58M 0.01%
31,428
+7,395
457
$1.56M 0.01%
38,880
+33,417
458
$1.55M 0.01%
14,861
-1,880
459
$1.55M 0.01%
12,378
-11,443
460
$1.52M 0.01%
24,970
+370
461
$1.52M 0.01%
7,012
+1,695
462
$1.49M 0.01%
9,305
-8,370
463
$1.46M 0.01%
13,021
+509
464
$1.45M 0.01%
19,166
-37,714
465
$1.44M 0.01%
46,015
+10,395
466
$1.44M 0.01%
940
-12
467
$1.44M 0.01%
95,068
+38,961
468
$1.42M 0.01%
9,213
-3,307
469
$1.42M 0.01%
17,287
+14,431
470
$1.41M 0.01%
18,686
-198
471
$1.41M 0.01%
18,094
-619
472
$1.4M 0.01%
24,789
-9,665
473
$1.38M 0.01%
32,274
+4,389
474
$1.37M 0.01%
6,463
-740
475
$1.37M 0.01%
9,259
+76
17 18
19
20 21