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
501
$1.06M 0.01%
18,974
+12,793
502
$1.06M 0.01%
21,610
+3,582
503
$1.06M 0.01%
3,124
-583
504
$1.05M 0.01%
228
-2
505
$1.05M 0.01%
13,639
+4,906
506
$1.05M 0.01%
6,667
+349
507
$1.04M 0.01%
7,424
+1,301
508
$1.02M 0.01%
8,820
-33
509
$1M ﹤0.01%
5,149
+2,043
510
$986K ﹤0.01%
24,033
+4,170
511
$985K ﹤0.01%
4,316
-130
512
$983K ﹤0.01%
45,173
-2,251
513
$982K ﹤0.01%
4,173
+800
514
$973K ﹤0.01%
11,776
+3,280
515
$973K ﹤0.01%
24,963
+2,693
516
$965K ﹤0.01%
16,875
+3,006
517
$960K ﹤0.01%
6,940
+154
518
$955K ﹤0.01%
9,616
-2,729
519
$951K ﹤0.01%
11,496
+2,860
520
$950K ﹤0.01%
22,751
-3,535
521
$946K ﹤0.01%
9,433
+3,161
522
$945K ﹤0.01%
33,467
+2,453
523
$944K ﹤0.01%
8,652
-2,027
524
$943K ﹤0.01%
28,942
+18,468
525
$935K ﹤0.01%
2,728
-351
19 20
21
22 23