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
676
$463K ﹤0.01%
15,689
-765
677
$462K ﹤0.01%
11,384
+2,855
678
$457K ﹤0.01%
6,837
-715
679
$454K ﹤0.01%
10,205
+1,083
680
$453K ﹤0.01%
355
-1,057
681
$452K ﹤0.01%
9,445
-2,603
682
$451K ﹤0.01%
8,297
-20,162
683
$450K ﹤0.01%
20,371
+7,541
684
$448K ﹤0.01%
7,337
-28,456
685
$448K ﹤0.01%
4,669
-572
686
$446K ﹤0.01%
5,702
-101
687
$444K ﹤0.01%
14,559
-2,102
688
$442K ﹤0.01%
22,833
+369
689
$441K ﹤0.01%
6,056
-349
690
$438K ﹤0.01%
5,926
+1,834
691
$435K ﹤0.01%
7,142
-2,124
692
$430K ﹤0.01%
5,188
+224
693
$429K ﹤0.01%
7,328
+937
694
$427K ﹤0.01%
20,498
+8,549
695
$426K ﹤0.01%
12,268
-3,835
696
$426K ﹤0.01%
4,384
-269
697
$425K ﹤0.01%
6,833
+1,098
698
$421K ﹤0.01%
26,418
-7,958
699
$420K ﹤0.01%
12,623
+2,036
700
$419K ﹤0.01%
4,479
+985
26 27
28
29 30