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
751
$299K ﹤0.01%
8,782
-86,502
752
$298K ﹤0.01%
5,658
-504
753
$297K ﹤0.01%
11,028
+626
754
$295K ﹤0.01%
16,803
+2,711
755
$292K ﹤0.01%
11,881
-85
756
$291K ﹤0.01%
5,455
-607
757
$289K ﹤0.01%
4,575
+1,299
758
$283K ﹤0.01%
2,652
-46
759
$280K ﹤0.01%
585
+28
760
$279K ﹤0.01%
+6,792
761
$278K ﹤0.01%
+5,250
762
$276K ﹤0.01%
2,746
+176
763
$271K ﹤0.01%
+4,674
764
$268K ﹤0.01%
5,120
-1,457
765
$266K ﹤0.01%
+3,723
766
$265K ﹤0.01%
+1,265
767
$263K ﹤0.01%
5,823
+1,264
768
$263K ﹤0.01%
7,409
-7,553
769
$263K ﹤0.01%
5,423
+1,008
770
$260K ﹤0.01%
+7,624
771
$258K ﹤0.01%
+3,154
772
$257K ﹤0.01%
8,588
-84,614
773
$256K ﹤0.01%
+9,821
774
$251K ﹤0.01%
2,823
+94
775
$248K ﹤0.01%
8,898
+645
29 30
31
32 33