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
376
$2.25M 0.01%
35,793
-32,568
377
$2.25M 0.01%
59,122
-2,168
378
$2.25M 0.01%
29,962
-1,138
379
$2.25M 0.01%
39,380
-12,395
380
$2.24M 0.01%
35,693
+13,667
381
$2.24M 0.01%
13,361
+4,209
382
$2.22M 0.01%
9,474
-267
383
$2.2M 0.01%
61,705
+43,794
384
$2.2M 0.01%
8,866
+3,142
385
$2.2M 0.01%
70,955
+5,812
386
$2.2M 0.01%
12,299
+7,916
387
$2.19M 0.01%
35,811
-43,824
388
$2.19M 0.01%
16,137
-144
389
$2.19M 0.01%
76,337
+748
390
$2.17M 0.01%
12,288
+1,496
391
$2.14M 0.01%
21,540
+13,139
392
$2.14M 0.01%
28,668
+687
393
$2.13M 0.01%
6,497
+110
394
$2.1M 0.01%
5,912
-60
395
$2.08M 0.01%
12,021
+2,187
396
$2.08M 0.01%
42,499
-3,728
397
$2.06M 0.01%
17,727
+2,157
398
$2.06M 0.01%
42,516
+4,554
399
$2.05M 0.01%
25,056
-16,484
400
$2.02M 0.01%
14,280
-3,171
14 15
16
17 18