Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
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
1
$1.98B 15.36%
51,060,570
+27,914,986
2
$1.56B 12.08%
39,311,483
+16,851,993
3
$1.52B 11.78%
9,705,257
+1,087,783
4
$978M 7.58%
18,058,372
-1,183,376
5
$817M 6.33%
54,896,118
-70,291,652
6
$695M 5.39%
5,933,117
+1,031,180
7
$660M 5.12%
53,860,302
-20,584,278
8
$520M 4.03%
10,927,014
-13,103,771
9
$459M 3.56%
3,414,805
+81,077
10
$380M 2.95%
7,359,778
+1,607,518
11
$379M 2.94%
4,820,985
+198,863
12
$329M 2.55%
2,782,589
+10,009
13
$319M 2.47%
18,480,432
-5,952,354
14
$300M 2.33%
2,745,944
+88,672
15
$114M 0.88%
781,775
-16,248
16
$109M 0.85%
385,426
+3,540
17
$98.3M 0.76%
483,091
-4,178
18
$98.3M 0.76%
687,385
-24,227
19
$85.7M 0.67%
940,084
-14,152
20
$84.9M 0.66%
961,172
+159,681
21
$75.9M 0.59%
1,509,373
+398,911
22
$75.2M 0.58%
1,987,805
-1,024,566
23
$70.5M 0.55%
511,280
+19,680
24
$29.9M 0.23%
131,570
+24,047
25
$22.6M 0.18%
319,360
+31,960
1
2 3 4 5