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
476
$244K ﹤0.01%
4,721
-42,703
477
$240K ﹤0.01%
+1,051
478
$232K ﹤0.01%
+3,804
479
$232K ﹤0.01%
7,797
-3,668
480
$230K ﹤0.01%
+733
481
$230K ﹤0.01%
+5,314
482
$229K ﹤0.01%
+507
483
$229K ﹤0.01%
+16,464
484
$228K ﹤0.01%
1,965
-1,214
485
$227K ﹤0.01%
2,886
-109
486
$226K ﹤0.01%
+2,136
487
$225K ﹤0.01%
+951
488
$223K ﹤0.01%
1,238
-392
489
$222K ﹤0.01%
3,463
-6,833
490
$222K ﹤0.01%
1,445
-22
491
$215K ﹤0.01%
+3,781
492
$214K ﹤0.01%
+1,872
493
$212K ﹤0.01%
2,899
-11,274
494
$207K ﹤0.01%
460
-5
495
$206K ﹤0.01%
+6,334
496
$205K ﹤0.01%
+1,672
497
$203K ﹤0.01%
3,122
-565
498
$201K ﹤0.01%
+11,991
499
$200K ﹤0.01%
+576
500
$188K ﹤0.01%
+11,698
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