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
401
$2.01M 0.01%
26,004
+2,581
402
$2M 0.01%
8,071
-402
403
$2M 0.01%
57,767
-9,856
404
$2M 0.01%
23,431
-36
405
$1.99M 0.01%
9,585
-1,314
406
$1.97M 0.01%
45,865
-52,235
407
$1.96M 0.01%
8,093
-7,032
408
$1.94M 0.01%
13,203
+2,104
409
$1.94M 0.01%
58,126
+3,728
410
$1.93M 0.01%
28,459
+20,849
411
$1.91M 0.01%
10,216
-2,868
412
$1.91M 0.01%
9,954
+207
413
$1.9M 0.01%
7,378
-619
414
$1.89M 0.01%
89,779
+24,710
415
$1.88M 0.01%
104,528
-4,832
416
$1.88M 0.01%
41,630
+918
417
$1.86M 0.01%
1,412
+362
418
$1.85M 0.01%
7,642
+196
419
$1.85M 0.01%
145,457
-4,584
420
$1.85M 0.01%
+29,417
421
$1.85M 0.01%
14,716
+11,235
422
$1.84M 0.01%
44,323
-1,309
423
$1.83M 0.01%
42,430
-37,564
424
$1.83M 0.01%
90,538
+938
425
$1.82M 0.01%
34,539
+13,928
15 16
17
18 19