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
651
$456K ﹤0.01%
16,454
-346
652
$455K ﹤0.01%
6,192
+694
653
$454K ﹤0.01%
9,053
-20,189
654
$451K ﹤0.01%
5,241
+1,873
655
$451K ﹤0.01%
8,135
+4,268
656
$450K ﹤0.01%
13,882
-3,781
657
$444K ﹤0.01%
10,742
+1,995
658
$435K ﹤0.01%
2,422
+315
659
$435K ﹤0.01%
7,552
-4,285
660
$435K ﹤0.01%
+3,425
661
$435K ﹤0.01%
8,529
-49,967
662
$432K ﹤0.01%
+8,725
663
$429K ﹤0.01%
3,937
-1,888
664
$428K ﹤0.01%
+10,905
665
$426K ﹤0.01%
17,330
+7,174
666
$416K ﹤0.01%
2,856
-1,845
667
$414K ﹤0.01%
20,834
+6,977
668
$412K ﹤0.01%
11,151
+4,157
669
$409K ﹤0.01%
5,642
-595
670
$407K ﹤0.01%
+16,360
671
$407K ﹤0.01%
680
-29
672
$405K ﹤0.01%
8,534
-167
673
$404K ﹤0.01%
2,630
-8,861
674
$400K ﹤0.01%
8,845
+761
675
$395K ﹤0.01%
2,984
+702
25 26
27
28 29