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
501
$1.17M 0.01%
2,982
+233
502
$1.16M 0.01%
12,476
+700
503
$1.14M 0.01%
12,841
-214
504
$1.14M 0.01%
35,042
-72,589
505
$1.14M 0.01%
12,399
+4,173
506
$1.13M 0.01%
30,038
+5,075
507
$1.11M 0.01%
49,864
+4,691
508
$1.11M 0.01%
7,151
+211
509
$1.1M 0.01%
9,182
+3,140
510
$1.1M 0.01%
36,418
+2,951
511
$1.08M ﹤0.01%
8,342
-1,060
512
$1.07M ﹤0.01%
+44,064
513
$1.07M ﹤0.01%
26,449
+18,561
514
$1.07M ﹤0.01%
31,308
-919
515
$1.07M ﹤0.01%
10,147
+531
516
$1.06M ﹤0.01%
7,742
-95
517
$1.06M ﹤0.01%
+9,561
518
$1.05M ﹤0.01%
25,100
-1,973
519
$1.05M ﹤0.01%
37,064
+2,291
520
$1.05M ﹤0.01%
8,439
+3,105
521
$1.04M ﹤0.01%
5,953
-7,580
522
$1.04M ﹤0.01%
40,757
+2,545
523
$1.03M ﹤0.01%
22,902
+10,102
524
$1.02M ﹤0.01%
31,654
+5,489
525
$1.02M ﹤0.01%
15,850
-23,510
19 20
21
22 23