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
551
$800K ﹤0.01%
50,270
+8,337
552
$789K ﹤0.01%
13,487
+6,163
553
$786K ﹤0.01%
2,222
+752
554
$785K ﹤0.01%
20,283
+3,825
555
$779K ﹤0.01%
2,432
-71
556
$767K ﹤0.01%
2,749
+1,792
557
$766K ﹤0.01%
19,864
+3,187
558
$764K ﹤0.01%
31,491
+6,274
559
$754K ﹤0.01%
9,263
+333
560
$751K ﹤0.01%
2,551
-682
561
$750K ﹤0.01%
26,165
-6,426
562
$743K ﹤0.01%
8,613
-69
563
$738K ﹤0.01%
26,931
-85,733
564
$738K ﹤0.01%
21,906
+7,265
565
$725K ﹤0.01%
20,455
+324
566
$724K ﹤0.01%
1,544
-440
567
$718K ﹤0.01%
2,227
-475
568
$715K ﹤0.01%
7,748
+2,230
569
$711K ﹤0.01%
10,952
+2,427
570
$709K ﹤0.01%
8,226
+3,334
571
$708K ﹤0.01%
3,357
+1,011
572
$701K ﹤0.01%
2,085
-118
573
$693K ﹤0.01%
11,128
-10,028
574
$688K ﹤0.01%
7,872
+1,869
575
$685K ﹤0.01%
28,208
-2,056
21 22
23
24 25