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
176
$6.09M 0.03%
66,887
-19,680
177
$5.99M 0.03%
159,587
+39,379
178
$5.95M 0.03%
85,451
-77,221
179
$5.89M 0.03%
30,766
+6,268
180
$5.86M 0.03%
35,927
+3,385
181
$5.83M 0.03%
31,710
+3,096
182
$5.75M 0.03%
2,169,953
+1,383,043
183
$5.75M 0.03%
234,180
-32,072
184
$5.71M 0.03%
51,021
+1,272
185
$5.65M 0.03%
68,271
+4,653
186
$5.51M 0.03%
32,932
-2,938
187
$5.49M 0.02%
54,796
+15,153
188
$5.49M 0.02%
54,309
-141
189
$5.42M 0.02%
109,714
-1,488
190
$5.36M 0.02%
31,476
-244
191
$5.34M 0.02%
54,691
+713
192
$5.33M 0.02%
130,546
-4,614
193
$5.33M 0.02%
232,474
+101,279
194
$5.31M 0.02%
473,764
-78,080
195
$5.3M 0.02%
31,989
+20,753
196
$5.28M 0.02%
52,039
-2,940
197
$5.25M 0.02%
11,372
-3,356
198
$5.24M 0.02%
108,935
+5,310
199
$5.18M 0.02%
126,698
-1,749
200
$5.14M 0.02%
142,706
+20,924
6 7
8
9 10