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
351
$2.47M 0.01%
23,126
-3,464
352
$2.45M 0.01%
11,287
-938
353
$2.44M 0.01%
32,692
-4,253
354
$2.44M 0.01%
96,510
-6,019
355
$2.43M 0.01%
38,891
-3,275
356
$2.43M 0.01%
58,903
-50,505
357
$2.43M 0.01%
149,152
+92,047
358
$2.42M 0.01%
16,270
+500
359
$2.4M 0.01%
20,945
-4,257
360
$2.4M 0.01%
51,442
-8,388
361
$2.4M 0.01%
39,360
+24,835
362
$2.39M 0.01%
7,900
-805
363
$2.38M 0.01%
18,540
-1,879
364
$2.38M 0.01%
23,003
+16,727
365
$2.37M 0.01%
52,174
+333
366
$2.37M 0.01%
38,669
+17,746
367
$2.36M 0.01%
13,533
+268
368
$2.35M 0.01%
79,694
-4,047
369
$2.35M 0.01%
9,128
-319
370
$2.34M 0.01%
88,590
+8,094
371
$2.34M 0.01%
39,846
+4,102
372
$2.31M 0.01%
1,148
-145
373
$2.28M 0.01%
15,509
-2,644
374
$2.28M 0.01%
23,328
+234
375
$2.26M 0.01%
+34,824
13 14
15
16 17