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
776
$242K ﹤0.01%
+9,769
777
$241K ﹤0.01%
25,681
-11,137
778
$239K ﹤0.01%
+2,555
779
$236K ﹤0.01%
+3,041
780
$230K ﹤0.01%
+3,197
781
$226K ﹤0.01%
+7,215
782
$223K ﹤0.01%
8,811
-8,519
783
$221K ﹤0.01%
+10,656
784
$221K ﹤0.01%
+5,826
785
$220K ﹤0.01%
972
-36
786
$218K ﹤0.01%
5,232
-5,673
787
$215K ﹤0.01%
+2,874
788
$212K ﹤0.01%
+9,225
789
$211K ﹤0.01%
+8,715
790
$211K ﹤0.01%
5,632
-577
791
$209K ﹤0.01%
+1,994
792
$208K ﹤0.01%
+1,010
793
$207K ﹤0.01%
9,960
-1,712
794
$206K ﹤0.01%
+8,228
795
$206K ﹤0.01%
+7,037
796
$204K ﹤0.01%
+1,648
797
$201K ﹤0.01%
+12,981
798
$196K ﹤0.01%
9,094
+1,757
799
$191K ﹤0.01%
+2,371
800
$145K ﹤0.01%
14,312
+1,547
29 30 31
32
33