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
626
$596K ﹤0.01%
3,955
-19,158
627
$590K ﹤0.01%
16,716
+2,834
628
$585K ﹤0.01%
20,132
+336
629
$585K ﹤0.01%
4,216
+586
630
$577K ﹤0.01%
2,554
-8,524
631
$575K ﹤0.01%
+1,014
632
$575K ﹤0.01%
2,948
+526
633
$569K ﹤0.01%
5,633
-49
634
$569K ﹤0.01%
8,392
-333
635
$565K ﹤0.01%
7,089
-224
636
$563K ﹤0.01%
3,164
-13
637
$558K ﹤0.01%
8,540
+1,044
638
$554K ﹤0.01%
2,192
-678
639
$546K ﹤0.01%
13,252
+5,243
640
$544K ﹤0.01%
4,083
-3,341
641
$544K ﹤0.01%
6,172
+772
642
$543K ﹤0.01%
38,782
+33,790
643
$542K ﹤0.01%
48,375
+29,806
644
$541K ﹤0.01%
8,782
-63
645
$536K ﹤0.01%
6,449
+3,190
646
$534K ﹤0.01%
10,187
+5,257
647
$531K ﹤0.01%
12,632
-2,935
648
$530K ﹤0.01%
7,818
+296
649
$529K ﹤0.01%
7,271
-6,368
650
$526K ﹤0.01%
9,538
+1,926
24 25
26
27 28