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
476
$1.27M 0.01%
15,498
+10,175
477
$1.27M 0.01%
25,483
+2,966
478
$1.27M 0.01%
9,183
+100
479
$1.26M 0.01%
24,600
+7,355
480
$1.25M 0.01%
4,017
-331
481
$1.24M 0.01%
8,803
+3,904
482
$1.22M 0.01%
85,174
+9,902
483
$1.21M 0.01%
25,562
+12,288
484
$1.2M 0.01%
9,402
+708
485
$1.17M 0.01%
16,652
+5,767
486
$1.17M 0.01%
23,818
+9,661
487
$1.17M 0.01%
12,512
+3,906
488
$1.16M 0.01%
27,073
-1,713
489
$1.15M 0.01%
32,227
-1,098
490
$1.14M 0.01%
27,885
-1,276
491
$1.14M 0.01%
14,264
-759
492
$1.12M 0.01%
19,562
-1,595
493
$1.11M 0.01%
48,954
+32,993
494
$1.11M 0.01%
35,620
-2,300
495
$1.1M 0.01%
3,915
-539
496
$1.1M 0.01%
16,726
-767
497
$1.1M 0.01%
16,684
-18,561
498
$1.09M 0.01%
7,837
+698
499
$1.08M 0.01%
9,047
+1,108
500
$1.07M 0.01%
5,317
+1,392
18 19
20
21 22