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
$12.9B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$668M
3
+$170M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$121M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$83M

Top Sells

1
+$1.05B
2
+$624M
3
+$252M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$103M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$64.1M

Sector Composition

1 Technology 2.6%
2 Financials 1.43%
3 Consumer Discretionary 1.3%
4 Healthcare 1.22%
5 Communication Services 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.47M 0.04%
10,051
+2,558
77
$5.47M 0.04%
98,940
+10,246
78
$5.26M 0.04%
43,881
-715
79
$5.2M 0.04%
56,708
-7,616
80
$4.93M 0.04%
19,088
+2,471
81
$4.9M 0.04%
33,858
-2,764
82
$4.69M 0.04%
12,860
-1,439
83
$4.67M 0.04%
150,638
+33,828
84
$4.61M 0.04%
103,172
+51,312
85
$4.46M 0.03%
23,794
+8,892
86
$4.44M 0.03%
491,710
+402,372
87
$4.11M 0.03%
224,595
+65,195
88
$4.08M 0.03%
81,304
-14,753
89
$4.04M 0.03%
54,905
+10,309
90
$3.97M 0.03%
64,340
+556
91
$3.9M 0.03%
122,393
+496
92
$3.81M 0.03%
19,256
+3,215
93
$3.77M 0.03%
46,392
-2,703
94
$3.65M 0.03%
19,935
+9,437
95
$3.61M 0.03%
98,053
+39,422
96
$3.61M 0.03%
91,893
+5,742
97
$3.59M 0.03%
28,375
+8,046
98
$3.58M 0.03%
194,539
-16,218
99
$3.57M 0.03%
68,882
-30,372
100
$3.53M 0.03%
30,548
-4,040
2 3
4
5 6