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
526
$1.01M ﹤0.01%
22,258
+3,613
527
$1M ﹤0.01%
31,840
+2,898
528
$997K ﹤0.01%
34,293
-7,018
529
$994K ﹤0.01%
79,417
-124,584
530
$983K ﹤0.01%
14,515
-2,137
531
$982K ﹤0.01%
17,955
-20,714
532
$981K ﹤0.01%
3,540
+612
533
$978K ﹤0.01%
4,234
-82
534
$978K ﹤0.01%
15,468
-9,588
535
$975K ﹤0.01%
13,202
+2,250
536
$965K ﹤0.01%
13,032
+1,691
537
$963K ﹤0.01%
56,129
+5,859
538
$957K ﹤0.01%
34,149
+11,181
539
$950K ﹤0.01%
19,279
-4,539
540
$947K ﹤0.01%
8,804
+932
541
$946K ﹤0.01%
24,036
+1,285
542
$946K ﹤0.01%
12,342
+6,700
543
$944K ﹤0.01%
16,224
+813
544
$930K ﹤0.01%
8,350
-697
545
$927K ﹤0.01%
17,293
-2,571
546
$921K ﹤0.01%
6,870
+1,996
547
$920K ﹤0.01%
6,088
-579
548
$917K ﹤0.01%
+13,574
549
$915K ﹤0.01%
9,071
+1,323
550
$914K ﹤0.01%
26,129
-126
20 21
22
23 24