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
$20.6B
AUM Growth
+$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$208M
3
+$183M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$61.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.3M

Top Sells

1
+$369M
2
+$114M
3
+$107M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$107M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$72.6M

Sector Composition

1 Technology 3.09%
2 Healthcare 2.42%
3 Financials 2.06%
4 Consumer Staples 1.49%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.4M 0.02%
56,880
+11,546
227
$4.37M 0.02%
27,936
+586
228
$4.33M 0.02%
60,747
-72,035
229
$4.31M 0.02%
65,280
+11,158
230
$4.26M 0.02%
114,090
+29,807
231
$4.25M 0.02%
103,511
-3,206
232
$4.18M 0.02%
34,653
+12,147
233
$4.17M 0.02%
26,372
-1,361
234
$4.16M 0.02%
46,818
-17,271
235
$4.12M 0.02%
104,028
+46,949
236
$4.11M 0.02%
786,910
+552,305
237
$4.1M 0.02%
95,284
-732
238
$4.08M 0.02%
27,819
+4,130
239
$4.06M 0.02%
23,113
+17,180
240
$4.05M 0.02%
23,701
-543
241
$4.03M 0.02%
16,792
-485
242
$4.01M 0.02%
63,368
-3,508
243
$3.97M 0.02%
56,678
-15,341
244
$3.97M 0.02%
12,872
+1,421
245
$3.96M 0.02%
34,971
+2,673
246
$3.95M 0.02%
39,643
+7,492
247
$3.92M 0.02%
22,803
+8,223
248
$3.92M 0.02%
63,856
-2,703
249
$3.88M 0.02%
86,335
+975
250
$3.84M 0.02%
14,483
-803
8 9
10
11 12