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
601
$603K ﹤0.01%
7,920
+1,070
602
$602K ﹤0.01%
11,774
+1,819
603
$602K ﹤0.01%
4,485
-2,465
604
$595K ﹤0.01%
56,655
+39,132
605
$590K ﹤0.01%
8,743
+2,217
606
$587K ﹤0.01%
1,779
+482
607
$586K ﹤0.01%
16,661
+1,850
608
$585K ﹤0.01%
15,252
+4,697
609
$575K ﹤0.01%
15,728
-288
610
$572K ﹤0.01%
9,266
-1,739
611
$567K ﹤0.01%
5,682
-19
612
$565K ﹤0.01%
+2,871
613
$554K ﹤0.01%
7,313
+1,537
614
$549K ﹤0.01%
34,376
+11,372
615
$543K ﹤0.01%
16,103
+6,957
616
$541K ﹤0.01%
3,177
+812
617
$538K ﹤0.01%
9,028
+2,898
618
$535K ﹤0.01%
6,888
-3,028
619
$532K ﹤0.01%
56,107
+17,616
620
$531K ﹤0.01%
12,048
-460
621
$526K ﹤0.01%
+10,008
622
$526K ﹤0.01%
19,796
+1,088
623
$524K ﹤0.01%
3,418
-638
624
$524K ﹤0.01%
16,395
-669
625
$520K ﹤0.01%
5,297
+310
23 24
25
26 27