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
626
$517K ﹤0.01%
+14,962
627
$511K ﹤0.01%
+2,518
628
$507K ﹤0.01%
10,025
+4,045
629
$501K ﹤0.01%
10,909
+1,934
630
$501K ﹤0.01%
3,100
-735
631
$497K ﹤0.01%
+4,515
632
$489K ﹤0.01%
5,803
+2,144
633
$489K ﹤0.01%
7,186
+3,525
634
$487K ﹤0.01%
+3,405
635
$484K ﹤0.01%
6,074
+834
636
$484K ﹤0.01%
7,522
+24
637
$482K ﹤0.01%
9,870
+1,469
638
$478K ﹤0.01%
5,400
+895
639
$473K ﹤0.01%
+6,924
640
$468K ﹤0.01%
2,899
+1,271
641
$466K ﹤0.01%
4,060
+536
642
$466K ﹤0.01%
4,165
+904
643
$465K ﹤0.01%
10,382
-3,407
644
$465K ﹤0.01%
2,134
+285
645
$465K ﹤0.01%
5,562
+2,656
646
$464K ﹤0.01%
3,630
-70
647
$462K ﹤0.01%
4,653
-83
648
$462K ﹤0.01%
+6,405
649
$459K ﹤0.01%
14,959
-695
650
$456K ﹤0.01%
5,334
-5,876
24 25
26
27 28