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
726
$352K ﹤0.01%
4,277
-477
727
$352K ﹤0.01%
17,036
+1,824
728
$351K ﹤0.01%
10,791
-11,115
729
$347K ﹤0.01%
2,491
+576
730
$347K ﹤0.01%
4,841
+1,809
731
$345K ﹤0.01%
+9,314
732
$344K ﹤0.01%
4,743
-18,688
733
$342K ﹤0.01%
4,239
-85
734
$341K ﹤0.01%
+2,485
735
$340K ﹤0.01%
2,709
-147
736
$338K ﹤0.01%
8,749
-414
737
$332K ﹤0.01%
1,745
+149
738
$326K ﹤0.01%
5,717
+441
739
$323K ﹤0.01%
5,437
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740
$322K ﹤0.01%
6,581
+646
741
$320K ﹤0.01%
5,326
-183
742
$317K ﹤0.01%
+5,193
743
$312K ﹤0.01%
9,719
+491
744
$312K ﹤0.01%
4,098
-97
745
$311K ﹤0.01%
9,593
+292
746
$309K ﹤0.01%
3,184
-101
747
$306K ﹤0.01%
8,879
-444
748
$305K ﹤0.01%
17,675
-558
749
$301K ﹤0.01%
2,067
+11
750
$300K ﹤0.01%
3,080
-721
28 29
30
31 32