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
601
$660K ﹤0.01%
5,878
-81
602
$660K ﹤0.01%
11,889
+6,168
603
$657K ﹤0.01%
7,584
-7,914
604
$657K ﹤0.01%
1,599
+708
605
$657K ﹤0.01%
5,864
-32
606
$656K ﹤0.01%
9,101
-2,867
607
$656K ﹤0.01%
9,380
+637
608
$654K ﹤0.01%
2,151
-1,866
609
$653K ﹤0.01%
2,888
+932
610
$650K ﹤0.01%
3,537
+638
611
$649K ﹤0.01%
3,862
+762
612
$649K ﹤0.01%
1,992
-93
613
$646K ﹤0.01%
8,480
+354
614
$642K ﹤0.01%
7,903
-17
615
$637K ﹤0.01%
22,774
-4,157
616
$635K ﹤0.01%
8,150
-3,346
617
$633K ﹤0.01%
10,223
+1,195
618
$630K ﹤0.01%
2,487
-797
619
$630K ﹤0.01%
7,807
+919
620
$624K ﹤0.01%
5,517
+1,946
621
$623K ﹤0.01%
9,698
-6,986
622
$622K ﹤0.01%
6,232
+2,858
623
$615K ﹤0.01%
5,795
+2,291
624
$611K ﹤0.01%
12,982
+2,073
625
$600K ﹤0.01%
16,994
+599
23 24
25
26 27