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
26
$22.6M 0.18%
319,160
+15,580
27
$21.9M 0.17%
729,490
+27,702
28
$20.8M 0.16%
107,729
+3,062
29
$20.1M 0.16%
174,392
-3,595
30
$19.6M 0.15%
2,064,520
+9,400
31
$17.2M 0.13%
58,468
+3,334
32
$17.1M 0.13%
180,024
-33,730
33
$17.1M 0.13%
68,187
+8,949
34
$17.1M 0.13%
57,757
-2,088
35
$15M 0.12%
330,070
+14,860
36
$14.5M 0.11%
121,641
-1,949
37
$13.7M 0.11%
78,344
+1,562
38
$13.5M 0.1%
30,953
+2,709
39
$13.1M 0.1%
93,452
+19,046
40
$12.8M 0.1%
137,881
-42,456
41
$12.7M 0.1%
135,137
+7,869
42
$11.7M 0.09%
196,205
+18,834
43
$11.1M 0.09%
278,613
+1,047
44
$10.2M 0.08%
104,390
+15,628
45
$10.1M 0.08%
425,890
+34,194
46
$9.57M 0.07%
129,714
-7,287
47
$9.57M 0.07%
53,594
-23,360
48
$9.54M 0.07%
31,470
-826
49
$9.24M 0.07%
198,188
+40,954
50
$9.05M 0.07%
42,143
+5,992
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