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
101
$11.8M 0.05%
240,584
-5,921
102
$11.5M 0.05%
164,365
+2,383
103
$11.4M 0.05%
145,166
+16,340
104
$11.1M 0.05%
114,267
-13,276
105
$11.1M 0.05%
87,000
-1,402
106
$11.1M 0.05%
79,407
-2,285
107
$11M 0.05%
146,835
-7,277
108
$10.9M 0.05%
86,989
+19,539
109
$10.8M 0.05%
26,213
-754
110
$10.7M 0.05%
79,035
-2,675
111
$10.6M 0.05%
108,606
+1,776
112
$10.6M 0.05%
220,712
-20,877
113
$10.3M 0.05%
29,749
+2,314
114
$10.2M 0.05%
82,796
+10,916
115
$10.1M 0.05%
61,478
+8,297
116
$10.1M 0.05%
35,269
+8,164
117
$10M 0.05%
21,554
+1,766
118
$9.61M 0.04%
336,036
-212,216
119
$9.6M 0.04%
95,859
+40,736
120
$9.59M 0.04%
57,558
-4,049
121
$9.56M 0.04%
125,336
-33,926
122
$9.56M 0.04%
173,901
+22,305
123
$9.39M 0.04%
51,251
+16,373
124
$9.37M 0.04%
105,947
+21,208
125
$9.33M 0.04%
484,851
+12,482
3 4
5
6 7