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
201
$5.13M 0.02%
81,055
+38,959
202
$5.07M 0.02%
58,237
-2,068
203
$5.06M 0.02%
92,633
+42,974
204
$5.05M 0.02%
24,934
+6,394
205
$5.04M 0.02%
7,321
+575
206
$4.97M 0.02%
14,929
+6,836
207
$4.93M 0.02%
29,594
+1,775
208
$4.9M 0.02%
40,981
-9,411
209
$4.85M 0.02%
10,000
-4,431
210
$4.84M 0.02%
21,210
-5,003
211
$4.79M 0.02%
97,748
-15,641
212
$4.78M 0.02%
177,218
+43,090
213
$4.78M 0.02%
23,400
-5,406
214
$4.78M 0.02%
272,941
-9,507
215
$4.76M 0.02%
16,579
+3,707
216
$4.75M 0.02%
41,092
+88
217
$4.73M 0.02%
12,280
-2,110
218
$4.72M 0.02%
238,722
-20,257
219
$4.61M 0.02%
72,608
-839
220
$4.6M 0.02%
17,450
+658
221
$4.59M 0.02%
34,389
+23,109
222
$4.55M 0.02%
81,403
+17,547
223
$4.53M 0.02%
12,728
+85
224
$4.53M 0.02%
123,774
-7,166
225
$4.51M 0.02%
14,306
-995
7 8
9
10 11