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
301
$2.88M 0.01%
38,523
-4,949
302
$2.87M 0.01%
139,029
-4,930
303
$2.86M 0.01%
21,124
-525
304
$2.85M 0.01%
86,839
-34,338
305
$2.84M 0.01%
107,631
-32,865
306
$2.84M 0.01%
31,779
+8,275
307
$2.82M 0.01%
13,568
-445
308
$2.81M 0.01%
66,820
-5,940
309
$2.8M 0.01%
49,188
+2,157
310
$2.79M 0.01%
47,485
-684
311
$2.79M 0.01%
52,215
-204
312
$2.78M 0.01%
6,810
+2,300
313
$2.76M 0.01%
23,445
-10,949
314
$2.75M 0.01%
4,370
-666
315
$2.75M 0.01%
83,655
+841
316
$2.74M 0.01%
36,076
+140
317
$2.73M 0.01%
44,211
+34,871
318
$2.72M 0.01%
9,766
+3,245
319
$2.72M 0.01%
26,913
-1,329
320
$2.71M 0.01%
49,659
+10,940
321
$2.7M 0.01%
55,715
+26,544
322
$2.69M 0.01%
32,995
-1,569
323
$2.69M 0.01%
20,288
+162
324
$2.69M 0.01%
34,316
+17,668
325
$2.68M 0.01%
42,997
-6,507
11 12
13
14 15