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
451
$1.59M 0.01%
11,246
-14,245
452
$1.58M 0.01%
41,994
-59,999
453
$1.57M 0.01%
26,900
-746
454
$1.56M 0.01%
9,848
+2,833
455
$1.54M 0.01%
16,846
-13,690
456
$1.52M 0.01%
4,468
-9,655
457
$1.5M 0.01%
+44,359
458
$1.49M 0.01%
34,225
+5,540
459
$1.46M 0.01%
18,884
-833
460
$1.46M 0.01%
71,046
-4,933
461
$1.46M 0.01%
12,086
-11,407
462
$1.44M 0.01%
20,513
-4,252
463
$1.44M 0.01%
6,715
+3,363
464
$1.44M 0.01%
127,298
-4,217
465
$1.43M 0.01%
28,574
-9,921
466
$1.42M 0.01%
11,280
+517
467
$1.41M 0.01%
4,833
-25
468
$1.38M 0.01%
33,222
+18,628
469
$1.38M 0.01%
952
+93
470
$1.36M 0.01%
41,311
+1,901
471
$1.34M 0.01%
18,713
-2,231
472
$1.29M 0.01%
12,738
+832
473
$1.29M 0.01%
24,949
-23,144
474
$1.28M 0.01%
17,124
+6,240
475
$1.28M 0.01%
51,616
-22,530
17 18
19
20 21