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
576
$763K ﹤0.01%
9,043
-220
577
$763K ﹤0.01%
10,350
+1,562
578
$761K ﹤0.01%
32,612
+1,121
579
$760K ﹤0.01%
46,117
-9,397
580
$751K ﹤0.01%
6,854
-16,591
581
$741K ﹤0.01%
5,740
+532
582
$737K ﹤0.01%
1,648
+80
583
$730K ﹤0.01%
10,951
+3,213
584
$724K ﹤0.01%
7,131
-50
585
$718K ﹤0.01%
9,544
+3,470
586
$717K ﹤0.01%
4,889
+404
587
$713K ﹤0.01%
7,829
+2,267
588
$712K ﹤0.01%
1,956
-476
589
$709K ﹤0.01%
83,944
+60,244
590
$705K ﹤0.01%
3,404
-110
591
$704K ﹤0.01%
8,974
+361
592
$704K ﹤0.01%
4,706
+1,809
593
$699K ﹤0.01%
25,633
-2,575
594
$699K ﹤0.01%
3,514
-416
595
$695K ﹤0.01%
2,106
-430
596
$679K ﹤0.01%
5,808
+1,293
597
$676K ﹤0.01%
16,729
+1,477
598
$672K ﹤0.01%
58,623
+1,968
599
$664K ﹤0.01%
6,561
+1,264
600
$662K ﹤0.01%
8,567
-2,042
22 23
24
25 26