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
101
$3.46M 0.03%
+210,959
102
$3.45M 0.03%
49,258
-19,010
103
$3.37M 0.03%
99,639
+83,670
104
$3.34M 0.03%
35,064
-2,295
105
$3.27M 0.03%
25,108
+8,372
106
$3.25M 0.03%
67,221
+9,465
107
$3.24M 0.03%
52,495
+2,076
108
$3.22M 0.03%
101,930
+34,390
109
$3.18M 0.02%
75,780
+46,210
110
$3.17M 0.02%
5,081
+4,205
111
$3.13M 0.02%
9,490
-176
112
$3.11M 0.02%
246,371
-20,170
113
$3.08M 0.02%
47,350
+7,103
114
$3.06M 0.02%
18,296
-124
115
$3.06M 0.02%
59,850
+10,130
116
$3.02M 0.02%
60,552
+28,362
117
$2.83M 0.02%
12,914
+1,332
118
$2.81M 0.02%
135,415
-8,292
119
$2.81M 0.02%
45,598
-12,302
120
$2.81M 0.02%
45,278
+5,501
121
$2.72M 0.02%
51,711
-1,629
122
$2.71M 0.02%
107,165
+46,300
123
$2.67M 0.02%
9,216
+930
124
$2.66M 0.02%
21,785
+13,720
125
$2.6M 0.02%
18,998
-3,145
3 4
5
6 7