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
201
$1.68M 0.01%
8,700
+333
202
$1.68M 0.01%
+33,299
203
$1.66M 0.01%
372,295
+147,929
204
$1.66M 0.01%
8,522
+95
205
$1.65M 0.01%
+39,561
206
$1.65M 0.01%
7,062
+2,468
207
$1.64M 0.01%
8,452
-896
208
$1.63M 0.01%
49,159
-11,166
209
$1.62M 0.01%
181,267
-127,791
210
$1.62M 0.01%
57,720
+4,365
211
$1.61M 0.01%
3,215
+106
212
$1.59M 0.01%
260,544
-93,921
213
$1.58M 0.01%
12,231
-6,112
214
$1.58M 0.01%
4,732
-89
215
$1.57M 0.01%
8,146
-459
216
$1.56M 0.01%
28,103
-5,910
217
$1.56M 0.01%
30,754
-15,302
218
$1.55M 0.01%
93,644
-13,132
219
$1.54M 0.01%
45,344
+11,221
220
$1.54M 0.01%
15,791
-571
221
$1.53M 0.01%
14,718
+10,821
222
$1.53M 0.01%
6,343
+102
223
$1.53M 0.01%
39,429
-12,152
224
$1.52M 0.01%
22,828
+10,888
225
$1.5M 0.01%
17,646
+12,802
7 8
9
10 11