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
$12.9B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$668M
3
+$170M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$121M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$83M

Top Sells

1
+$1.05B
2
+$624M
3
+$252M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$103M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$64.1M

Sector Composition

1 Technology 2.6%
2 Financials 1.43%
3 Consumer Discretionary 1.3%
4 Healthcare 1.22%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.97M 0.07%
200,612
+36,007
52
$8.89M 0.07%
161,269
+21,546
53
$8.71M 0.07%
145,096
-13,240
54
$8.69M 0.07%
95,092
+11,652
55
$8.51M 0.07%
64,362
-5,205
56
$8.49M 0.07%
76,182
+39,630
57
$8.48M 0.07%
95,042
+47,496
58
$8.38M 0.07%
51,018
+3,447
59
$8.37M 0.06%
475,350
+12,136
60
$8.14M 0.06%
44,130
+4,288
61
$7.92M 0.06%
62,409
-610
62
$7.86M 0.06%
293,555
+18,530
63
$7.85M 0.06%
33,280
+2,147
64
$7.59M 0.06%
148,544
+41,748
65
$7.45M 0.06%
44,060
+10,436
66
$7.41M 0.06%
47,272
+3,069
67
$6.98M 0.05%
13,693
+1,138
68
$6.88M 0.05%
117,093
+2,920
69
$6.74M 0.05%
87,539
+26,186
70
$6.62M 0.05%
290,114
-86,965
71
$6.59M 0.05%
169,085
+1,471
72
$6.48M 0.05%
66,092
+8,803
73
$6.33M 0.05%
69,436
+1,885
74
$5.98M 0.05%
16,512
+1,792
75
$5.9M 0.05%
43,655
+18,913
1 2
3
4 5