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
276
$3.33M 0.02%
10,679
-220
277
$3.31M 0.02%
58,760
-15,708
278
$3.26M 0.02%
14,274
+11,958
279
$3.25M 0.02%
25,400
-727
280
$3.22M 0.02%
27,870
-1,809
281
$3.22M 0.02%
107,315
-1,709
282
$3.22M 0.02%
36,704
-1,678
283
$3.2M 0.02%
57,979
-51,137
284
$3.2M 0.02%
70,174
-2,708
285
$3.19M 0.02%
42,397
+21,091
286
$3.17M 0.02%
134,128
-8,828
287
$3.14M 0.02%
62,540
+19,314
288
$3.11M 0.02%
37,433
-2,741
289
$3.08M 0.01%
43,474
+8,285
290
$3.07M 0.01%
23,271
+1,730
291
$3.06M 0.01%
110,400
+6,650
292
$3.01M 0.01%
33,696
+737
293
$2.98M 0.01%
256,309
-22,250
294
$2.95M 0.01%
18,372
-1,946
295
$2.94M 0.01%
21,642
+6,553
296
$2.93M 0.01%
17,675
+8,181
297
$2.92M 0.01%
23,821
+1,858
298
$2.91M 0.01%
21,446
+1,573
299
$2.9M 0.01%
19,342
-440
300
$2.88M 0.01%
7,644
-1,271
10 11
12
13 14