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
126
$2.57M 0.02%
100,331
+59,784
127
$2.54M 0.02%
37,138
+3,295
128
$2.48M 0.02%
64,961
+25,097
129
$2.46M 0.02%
+87,846
130
$2.46M 0.02%
30,738
-2,999
131
$2.45M 0.02%
12,877
+4,275
132
$2.45M 0.02%
30,625
-23,746
133
$2.41M 0.02%
27,536
-6,956
134
$2.39M 0.02%
38,308
-12,387
135
$2.38M 0.02%
185,588
+95,678
136
$2.38M 0.02%
63,324
+14,972
137
$2.38M 0.02%
28,523
-7,782
138
$2.35M 0.02%
+118,521
139
$2.35M 0.02%
+179,413
140
$2.34M 0.02%
38,455
-40,897
141
$2.28M 0.02%
168,674
-23,869
142
$2.27M 0.02%
3,239
-71
143
$2.25M 0.02%
89,031
+52,730
144
$2.2M 0.02%
14,749
-2,495
145
$2.19M 0.02%
14,833
+7,564
146
$2.19M 0.02%
27,472
-6,779
147
$2.18M 0.02%
34,886
+26,908
148
$2.18M 0.02%
15,412
+2,389
149
$2.18M 0.02%
43,840
+10,432
150
$2.17M 0.02%
28,549
+17,237
4 5
6
7 8