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
126
$9.18M 0.04%
60,794
+1,487
127
$9.09M 0.04%
222,767
-236,669
128
$9.02M 0.04%
45,724
+1,796
129
$8.89M 0.04%
36,535
+1,577
130
$8.89M 0.04%
62,154
+4,460
131
$8.85M 0.04%
34,804
-4,646
132
$8.73M 0.04%
13,045
-2,984
133
$8.64M 0.04%
54,592
+13,680
134
$8.63M 0.04%
213,851
-22,693
135
$8.62M 0.04%
38,738
-8,482
136
$8.61M 0.04%
97,964
+36,626
137
$8.48M 0.04%
63,178
-7,076
138
$8.41M 0.04%
350,939
-5,139
139
$8.4M 0.04%
87,763
-3,884
140
$8.33M 0.04%
42,924
+5,217
141
$8.26M 0.04%
57,049
-6,694
142
$8.2M 0.04%
36,416
+1,862
143
$8.19M 0.04%
52,025
-3,943
144
$8.18M 0.04%
211,649
-9,806
145
$8.14M 0.04%
62,127
-7,202
146
$8.09M 0.04%
48,856
+2,233
147
$7.8M 0.04%
68,017
-9,144
148
$7.64M 0.03%
29,910
-10,612
149
$7.63M 0.03%
171,051
-8,176
150
$7.55M 0.03%
16,424
-6,490
4 5
6
7 8