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
426
$1.8M 0.01%
23,572
-534
427
$1.8M 0.01%
6,511
+133
428
$1.8M 0.01%
36,046
-2,894
429
$1.8M 0.01%
12,520
-69
430
$1.79M 0.01%
34,454
+24,052
431
$1.78M 0.01%
34,360
+23,819
432
$1.78M 0.01%
+5,359
433
$1.77M 0.01%
7,203
+412
434
$1.77M 0.01%
10,123
-651
435
$1.76M 0.01%
51,571
+2,455
436
$1.72M 0.01%
45,561
+412
437
$1.72M 0.01%
16,741
+2,775
438
$1.7M 0.01%
26,620
-3,719
439
$1.7M 0.01%
25,116
+2,400
440
$1.68M 0.01%
42,629
+32,875
441
$1.67M 0.01%
+7,743
442
$1.67M 0.01%
28,624
-1,328
443
$1.67M 0.01%
13,359
+9,250
444
$1.64M 0.01%
11,236
+1,953
445
$1.62M 0.01%
64,785
+7,310
446
$1.62M 0.01%
11,334
-232
447
$1.61M 0.01%
12,740
-487
448
$1.6M 0.01%
74,827
-5,207
449
$1.6M 0.01%
7,771
+1,530
450
$1.6M 0.01%
72,440
+2,719
16 17
18
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