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
326
$2.68M 0.01%
19,026
-2,583
327
$2.68M 0.01%
52,722
-434
328
$2.67M 0.01%
42,096
-3,268
329
$2.66M 0.01%
127,526
-3,445
330
$2.66M 0.01%
5,723
-474
331
$2.66M 0.01%
17,774
-144
332
$2.66M 0.01%
57,420
-4,371
333
$2.66M 0.01%
19,609
-2,284
334
$2.65M 0.01%
78,727
-10,848
335
$2.65M 0.01%
237,890
+212,830
336
$2.63M 0.01%
62,769
-38,239
337
$2.62M 0.01%
104,591
-12,720
338
$2.6M 0.01%
40,888
-26,007
339
$2.6M 0.01%
85,716
-7,484
340
$2.6M 0.01%
25,004
-1,865
341
$2.59M 0.01%
41,997
+18,503
342
$2.58M 0.01%
32,166
-2,815
343
$2.57M 0.01%
11,078
+8,350
344
$2.54M 0.01%
32,714
-38,055
345
$2.54M 0.01%
64,488
-2,358
346
$2.53M 0.01%
55,443
+3,902
347
$2.52M 0.01%
3,849
+268
348
$2.51M 0.01%
77,372
+1,438
349
$2.5M 0.01%
12,347
-2,658
350
$2.49M 0.01%
33,577
+1,899
12 13
14
15 16