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
$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
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
1
$2.79B 12.68%
13,673,555
+617,344
2
$2.4B 10.91%
53,113,807
-890,093
3
$1.56B 7.07%
38,499,130
-4,116,478
4
$1.5B 6.81%
86,184,330
+733,950
5
$1.44B 6.54%
29,484,498
+4,100,954
6
$1.3B 5.93%
25,742,498
-2,290,984
7
$1.24B 5.63%
77,610,903
-15,672,735
8
$882M 4.01%
5,724,219
+674,652
9
$638M 2.9%
26,142,789
-8,181,582
10
$573M 2.6%
6,902,718
+455,706
11
$568M 2.58%
5,185,569
+169,870
12
$467M 2.12%
9,973,168
-1,833,046
13
$421M 1.91%
4,874,972
+153,402
14
$413M 1.88%
2,943,293
+11,250
15
$311M 1.42%
2,890,697
+2,242,851
16
$261M 1.18%
1,374,433
-58,856
17
$255M 1.16%
2,811,878
+2,809,380
18
$193M 0.88%
1,170,494
+96,191
19
$190M 0.86%
505,376
-13,349
20
$181M 0.82%
966,383
-21,731
21
$173M 0.79%
600,817
-29,548
22
$171M 0.78%
3,428,118
+3,106,287
23
$127M 0.58%
1,109,388
-23,915
24
$121M 0.55%
1,459,315
-39,454
25
$113M 0.51%
1,251,133
+142,026
1
2 3 4 5