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
26
$48.8M 0.24%
92,090
-4,889
27
$48.4M 0.23%
736,426
+68,583
28
$48.4M 0.23%
1,608,724
+586,362
29
$47.1M 0.23%
3,224,740
+1,164,730
30
$45.9M 0.22%
416,266
+28,840
31
$44.2M 0.21%
526,444
-288,099
32
$43.7M 0.21%
247,125
+20,254
33
$40.8M 0.2%
111,420
+1,391
34
$40.3M 0.2%
130,554
+15,559
35
$39M 0.19%
1,504,868
+946,302
36
$38M 0.18%
428,806
+26,776
37
$37.9M 0.18%
429,815
+18,506
38
$36.9M 0.18%
790,089
-458,247
39
$36.8M 0.18%
116,506
+13,290
40
$34.2M 0.17%
225,758
+12,542
41
$32.8M 0.16%
244,421
+17,081
42
$31.5M 0.15%
175,622
+13,141
43
$31M 0.15%
279,137
+43,607
44
$30.6M 0.15%
87,944
+23,482
45
$30M 0.15%
185,674
+12,451
46
$28.7M 0.14%
138,359
+34,783
47
$27.4M 0.13%
151,674
+4,552
48
$25.3M 0.12%
209,905
+81,134
49
$24.7M 0.12%
1,106,127
+79,002
50
$23.5M 0.11%
459,436
-4,652
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