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
526
$922K ﹤0.01%
13,055
-629
527
$921K ﹤0.01%
34,773
+21,401
528
$914K ﹤0.01%
38,212
+1,081
529
$911K ﹤0.01%
39,287
-32,202
530
$904K ﹤0.01%
2,254
+166
531
$903K ﹤0.01%
33,614
+12,238
532
$891K ﹤0.01%
55,514
-948
533
$890K ﹤0.01%
2,928
-34
534
$878K ﹤0.01%
2,536
-3,559
535
$870K ﹤0.01%
4,808
+172
536
$870K ﹤0.01%
8,266
-13,695
537
$860K ﹤0.01%
8,202
+2,883
538
$853K ﹤0.01%
23,350
-503
539
$849K ﹤0.01%
18,645
-387
540
$845K ﹤0.01%
11,341
+4,055
541
$842K ﹤0.01%
11,968
+4,413
542
$830K ﹤0.01%
28,848
-81
543
$825K ﹤0.01%
26,255
+1,904
544
$824K ﹤0.01%
3,580
-1
545
$820K ﹤0.01%
3,284
+1,954
546
$813K ﹤0.01%
7,793
+5,175
547
$811K ﹤0.01%
10,609
-9
548
$811K ﹤0.01%
3,514
-127
549
$805K ﹤0.01%
15,411
-1,388
550
$805K ﹤0.01%
3,930
+1,261
20 21
22
23 24