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
801
$114K ﹤0.01%
10,097
+60
802
$95.3K ﹤0.01%
32,870
+9,217
803
$78.5K ﹤0.01%
+12,938
804
$55.1K ﹤0.01%
1,305
+415
805
$36.3K ﹤0.01%
+21,298
806
– –
-10,101
807
– –
-13,203
808
– –
-3,937
809
– –
-6,795
810
– –
-6,192
811
– –
-9,371
812
– –
-21,752
813
– –
-74,827
814
– –
-4,838
815
– –
-5,718
816
– –
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817
– –
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818
– –
-2,341
819
– –
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820
– –
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821
– –
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822
– –
-795
823
– –
-3,580
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