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
476
$1.37M 0.01%
19,101
+2,375
477
$1.36M 0.01%
18,264
+1,140
478
$1.35M 0.01%
48,681
-80,496
479
$1.35M 0.01%
13,606
+11,140
480
$1.33M 0.01%
6,570
+1,421
481
$1.33M 0.01%
19,238
-324
482
$1.31M 0.01%
8,850
+30
483
$1.3M 0.01%
24,956
+17,272
484
$1.3M 0.01%
26,089
+527
485
$1.3M 0.01%
69,086
-16,088
486
$1.29M 0.01%
6,115
-1,656
487
$1.28M 0.01%
21,040
+10,658
488
$1.27M 0.01%
228
489
$1.26M 0.01%
3,536
+412
490
$1.25M 0.01%
8,703
-2,543
491
$1.25M 0.01%
21,709
+2,735
492
$1.24M 0.01%
5,472
-1,243
493
$1.24M 0.01%
123,414
-3,884
494
$1.21M 0.01%
2,820
+552
495
$1.21M 0.01%
2,413
+191
496
$1.2M 0.01%
3,767
+1,169
497
$1.19M 0.01%
6,936
+1,698
498
$1.17M 0.01%
8,117
-686
499
$1.17M 0.01%
50,099
+1,145
500
$1.17M 0.01%
14,342
+78
18 19
20
21 22