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
551
$913K ﹤0.01%
3,496
-419
552
$912K ﹤0.01%
21,101
+646
553
$907K ﹤0.01%
9,850
+1,584
554
$904K ﹤0.01%
7,664
+710
555
$897K ﹤0.01%
30,571
-3,043
556
$891K ﹤0.01%
17,023
-4,587
557
$881K ﹤0.01%
20,618
+335
558
$873K ﹤0.01%
16,333
+7,280
559
$870K ﹤0.01%
4,127
+967
560
$865K ﹤0.01%
19,468
+438
561
$850K ﹤0.01%
2,048
-206
562
$844K ﹤0.01%
17,104
+3,428
563
$841K ﹤0.01%
15,542
+2,165
564
$838K ﹤0.01%
8,985
-14,141
565
$833K ﹤0.01%
33,080
+3,670
566
$828K ﹤0.01%
15,720
+3,946
567
$820K ﹤0.01%
7,836
+43
568
$818K ﹤0.01%
12,862
+2,992
569
$809K ﹤0.01%
16,546
+8,012
570
$802K ﹤0.01%
22,753
-597
571
$802K ﹤0.01%
2,589
-139
572
$801K ﹤0.01%
2,510
-41
573
$787K ﹤0.01%
22,220
+1,466
574
$783K ﹤0.01%
12,858
-4,017
575
$770K ﹤0.01%
6,547
+2,487
21 22
23
24 25