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
651
$523K ﹤0.01%
6,063
-861
652
$522K ﹤0.01%
3,904
+479
653
$521K ﹤0.01%
3,529
+111
654
$519K ﹤0.01%
2,226
-645
655
$514K ﹤0.01%
2,541
+23
656
$510K ﹤0.01%
9,454
-554
657
$509K ﹤0.01%
3,611
+206
658
$507K ﹤0.01%
+17,216
659
$507K ﹤0.01%
7,721
+1,071
660
$507K ﹤0.01%
10,746
+5,727
661
$506K ﹤0.01%
4,144
-9,215
662
$506K ﹤0.01%
+2,326
663
$504K ﹤0.01%
21,151
+317
664
$504K ﹤0.01%
12,710
+3,345
665
$499K ﹤0.01%
14,665
-294
666
$496K ﹤0.01%
6,504
+1,805
667
$491K ﹤0.01%
11,422
+271
668
$491K ﹤0.01%
8,418
+283
669
$488K ﹤0.01%
11,729
+987
670
$481K ﹤0.01%
3,357
+373
671
$475K ﹤0.01%
6,696
-490
672
$474K ﹤0.01%
+7,096
673
$472K ﹤0.01%
+7,169
674
$470K ﹤0.01%
669
-11
675
$466K ﹤0.01%
1,315
-912
25 26
27
28 29