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
26
$95.7M 0.43%
3,443,900
+219,160
27
$78.7M 0.36%
1,066,138
+8,174
28
$67.5M 0.31%
653,425
+126,981
29
$59.6M 0.27%
2,222,850
+717,982
30
$57.4M 0.26%
800,380
+18,007
31
$56.1M 0.26%
781,018
+44,592
32
$53.3M 0.24%
1,694,213
+85,489
33
$52.9M 0.24%
249,627
+39,722
34
$47.3M 0.21%
455,875
+26,060
35
$45.6M 0.21%
438,795
+9,989
36
$44M 0.2%
400,803
-15,463
37
$40.2M 0.18%
130,306
-248
38
$37.5M 0.17%
180,801
+114,446
39
$36.5M 0.17%
106,414
-5,006
40
$34.5M 0.16%
116,869
+363
41
$34.4M 0.16%
72,879
-19,211
42
$33.9M 0.15%
93,151
+5,207
43
$33.1M 0.15%
222,773
-2,985
44
$33M 0.15%
146,402
+8,043
45
$32.3M 0.15%
248,082
+3,661
46
$30.6M 0.14%
287,388
+8,251
47
$29.3M 0.13%
183,593
-2,081
48
$29.2M 0.13%
1,269,357
+163,230
49
$27.8M 0.13%
152,323
+649
50
$27.4M 0.12%
176,885
-70,240
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