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
251
$3.83M 0.02%
45,681
-5,335
252
$3.77M 0.02%
129,177
+31,942
253
$3.77M 0.02%
123,948
+76,588
254
$3.77M 0.02%
83,374
-17,747
255
$3.75M 0.02%
6,746
-1,060
256
$3.74M 0.02%
26,740
-1,014
257
$3.74M 0.02%
176,366
-5,974
258
$3.73M 0.02%
48,506
+11,384
259
$3.72M 0.02%
30,467
+2,982
260
$3.72M 0.02%
119,854
+35,193
261
$3.62M 0.02%
131,195
+65,173
262
$3.55M 0.02%
204,001
-41,796
263
$3.51M 0.02%
162,695
-4,391
264
$3.49M 0.02%
60,925
-2,694
265
$3.49M 0.02%
18,601
+1,548
266
$3.48M 0.02%
69,131
-5,552
267
$3.48M 0.02%
69,814
-2,569
268
$3.48M 0.02%
12,419
-1,570
269
$3.44M 0.02%
14,046
+7,997
270
$3.41M 0.02%
10,692
-2,451
271
$3.41M 0.02%
30,807
-5,490
272
$3.38M 0.02%
+29,696
273
$3.37M 0.02%
36,274
-2,167
274
$3.36M 0.02%
46,773
+558
275
$3.35M 0.02%
178,308
+10,692
9 10
11
12 13