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
76
$15.5M 0.07%
296,718
+8,551
77
$15.3M 0.07%
198,958
+41,460
78
$15.1M 0.07%
42,574
+430
79
$14.6M 0.07%
65,436
-3,811
80
$14.6M 0.07%
144,340
-4,289
81
$14.3M 0.06%
67,119
+784
82
$14.2M 0.06%
74,236
-3,902
83
$14M 0.06%
49,063
-18,527
84
$13.9M 0.06%
162,610
+13,879
85
$13.7M 0.06%
147,554
+8,670
86
$13.7M 0.06%
101,610
-1,843
87
$13.6M 0.06%
16,588
+6,294
88
$13.6M 0.06%
697,245
+32,285
89
$13.5M 0.06%
168,293
-817
90
$13.3M 0.06%
134,081
-9,182
91
$13M 0.06%
334,250
+82,010
92
$12.9M 0.06%
167,660
-61,720
93
$12.9M 0.06%
340,870
+17,423
94
$12.8M 0.06%
55,981
+9,916
95
$12.8M 0.06%
183,988
-60,632
96
$12.7M 0.06%
38,833
-2,098
97
$12.6M 0.06%
26,751
+837
98
$12.6M 0.06%
137,222
+67,364
99
$12.6M 0.06%
39,879
+4,883
100
$12.5M 0.06%
142,773
+16,511
2 3
4
5 6