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
576
$684K ﹤0.01%
5,208
+370
577
$674K ﹤0.01%
8,126
-40
578
$674K ﹤0.01%
+5,238
579
$668K ﹤0.01%
5,959
-350
580
$667K ﹤0.01%
15,567
+1,234
581
$666K ﹤0.01%
2,598
+1,196
582
$661K ﹤0.01%
21,752
+5,871
583
$659K ﹤0.01%
4,874
+1,129
584
$657K ﹤0.01%
29,410
+17,108
585
$656K ﹤0.01%
2,268
+1,082
586
$651K ﹤0.01%
7,181
+962
587
$649K ﹤0.01%
13,676
+3,718
588
$644K ﹤0.01%
3,160
+911
589
$642K ﹤0.01%
20,883
-12,730
590
$639K ﹤0.01%
13,377
+1,017
591
$638K ﹤0.01%
19,030
+49
592
$634K ﹤0.01%
6,954
-101
593
$632K ﹤0.01%
20,754
+1,495
594
$629K ﹤0.01%
6,042
+1,628
595
$629K ﹤0.01%
2,870
+1,421
596
$627K ﹤0.01%
1,568
-146
597
$621K ﹤0.01%
22,968
+6,674
598
$612K ﹤0.01%
8,788
-267
599
$608K ﹤0.01%
4,992
+733
600
$604K ﹤0.01%
5,896
+845
22 23
24
25 26