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
151
$2.17M 0.02%
53,117
+21,770
152
$2.16M 0.02%
46,112
-25,802
153
$2.16M 0.02%
29,495
+1,415
154
$2.15M 0.02%
66,490
-7,020
155
$2.15M 0.02%
7,257
-50
156
$2.12M 0.02%
7,933
-1,974
157
$2.12M 0.02%
19,708
-3,066
158
$2.04M 0.02%
131,864
-11,993
159
$2.04M 0.02%
91,831
+52,425
160
$2.04M 0.02%
4,617
-2,041
161
$2.04M 0.02%
65,308
+47,089
162
$2.03M 0.02%
7,395
-499
163
$2.03M 0.02%
13,558
+9,786
164
$2.02M 0.02%
4,987
-215
165
$2.02M 0.02%
165,651
+66,566
166
$2.01M 0.02%
34,458
-12,683
167
$2.01M 0.02%
84,598
+7,649
168
$2.01M 0.02%
10,704
+3,295
169
$2M 0.02%
153,749
-51,617
170
$1.99M 0.02%
9,395
+4,615
171
$1.99M 0.02%
11,732
-2,729
172
$1.98M 0.02%
94,200
-11,300
173
$1.97M 0.02%
32,617
-10,215
174
$1.95M 0.02%
25,885
-11,097
175
$1.93M 0.01%
+55,678
5 6
7
8 9