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
51
$26.8M 0.12%
952,621
+87,034
52
$25.1M 0.11%
89,596
+10,693
53
$25M 0.11%
153,130
-22,492
54
$24.3M 0.11%
48,827
+242
55
$23.6M 0.11%
367,810
+15,940
56
$22.9M 0.1%
664,010
-6,830
57
$21.6M 0.1%
345,948
-9,511
58
$21M 0.1%
427,770
-17,142
59
$20.7M 0.09%
432,454
-357,635
60
$20M 0.09%
240,523
+37,018
61
$19.3M 0.09%
60,227
+8,065
62
$18.6M 0.08%
48,215
-16,705
63
$18.5M 0.08%
188,365
+16,434
64
$17.8M 0.08%
89,329
+42,645
65
$17.8M 0.08%
39,926
+3,266
66
$17.5M 0.08%
142,908
+17,305
67
$17M 0.08%
273,460
-398
68
$16.8M 0.08%
331,215
-14,101
69
$16.6M 0.08%
82,790
+8,213
70
$16.2M 0.07%
602,522
+122,505
71
$15.9M 0.07%
85,479
+3,675
72
$15.8M 0.07%
27,490
+835
73
$15.6M 0.07%
150,162
-2,485
74
$15.6M 0.07%
38,064
+800
75
$15.5M 0.07%
64,307
-1,557
1 2
3
4 5