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
701
$416K ﹤0.01%
2,431
-199
702
$415K ﹤0.01%
3,603
-562
703
$410K ﹤0.01%
2,775
-4
704
$409K ﹤0.01%
+9,811
705
$402K ﹤0.01%
9,289
-568
706
$401K ﹤0.01%
16,728
-22,559
707
$401K ﹤0.01%
6,743
+2,232
708
$400K ﹤0.01%
4,390
+1,047
709
$398K ﹤0.01%
17,263
+1,139
710
$389K ﹤0.01%
4,229
-3,973
711
$387K ﹤0.01%
10,097
-354
712
$387K ﹤0.01%
2,388
+14
713
$384K ﹤0.01%
6,020
+100
714
$384K ﹤0.01%
7,307
+2,703
715
$378K ﹤0.01%
7,306
-2,719
716
$373K ﹤0.01%
6,856
+1,254
717
$371K ﹤0.01%
1,115
+366
718
$370K ﹤0.01%
12,518
+303
719
$370K ﹤0.01%
1,932
+196
720
$365K ﹤0.01%
17,426
+4,825
721
$364K ﹤0.01%
1,803
-331
722
$362K ﹤0.01%
8,720
-33,796
723
$361K ﹤0.01%
14,476
-1,884
724
$360K ﹤0.01%
6,267
+665
725
$354K ﹤0.01%
+8,074
27 28
29
30 31