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
151
$7.52M 0.03%
132,885
+11,190
152
$7.51M 0.03%
199,670
+75,722
153
$7.37M 0.03%
36,613
-3,147
154
$7.31M 0.03%
135,316
+82,594
155
$7.26M 0.03%
205,681
+143,976
156
$7.17M 0.03%
373,788
-2,410
157
$7.09M 0.03%
41,375
+5,911
158
$7.08M 0.03%
112,588
-54,629
159
$6.98M 0.03%
34,176
-1,929
160
$6.95M 0.03%
86,236
+53,522
161
$6.87M 0.03%
34,313
+1,727
162
$6.8M 0.03%
92,844
+27,564
163
$6.73M 0.03%
35,139
+8,950
164
$6.71M 0.03%
26,259
-6,464
165
$6.67M 0.03%
48,309
+3,268
166
$6.51M 0.03%
85,742
+24,995
167
$6.43M 0.03%
48,575
-218
168
$6.41M 0.03%
28,512
+4,831
169
$6.35M 0.03%
65,787
-18,575
170
$6.32M 0.03%
46,743
+8,846
171
$6.29M 0.03%
25,223
+4,538
172
$6.23M 0.03%
196,968
-1,645
173
$6.19M 0.03%
72,276
+3,133
174
$6.13M 0.03%
164,075
-74,554
175
$6.11M 0.03%
31,457
+550
5 6
7
8 9