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
176
$1.92M 0.01%
17,239
-7,863
177
$1.91M 0.01%
100,588
-19,541
178
$1.9M 0.01%
53,974
+1,320
179
$1.86M 0.01%
24,037
+1,946
180
$1.85M 0.01%
303,887
-31,820
181
$1.84M 0.01%
49,333
-21,112
182
$1.84M 0.01%
152,218
+11,932
183
$1.84M 0.01%
50,123
-47,604
184
$1.81M 0.01%
27,622
-26,445
185
$1.81M 0.01%
18,701
+2,711
186
$1.81M 0.01%
162,764
+42,703
187
$1.8M 0.01%
13,401
+1,360
188
$1.79M 0.01%
4,604
+2,282
189
$1.78M 0.01%
4,581
+775
190
$1.76M 0.01%
7,381
-258
191
$1.75M 0.01%
4,732
+3,921
192
$1.75M 0.01%
47,837
+4,658
193
$1.74M 0.01%
16,431
-1,547
194
$1.73M 0.01%
114,054
-23,482
195
$1.72M 0.01%
9,830
+2,325
196
$1.72M 0.01%
148,357
-10,203
197
$1.7M 0.01%
+21,496
198
$1.7M 0.01%
13,172
-1,417
199
$1.68M 0.01%
32,575
+8,821
200
$1.68M 0.01%
15,942
-9,342
6 7
8
9 10