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
676
$391K ﹤0.01%
4,964
+450
677
$389K ﹤0.01%
7,612
-295
678
$387K ﹤0.01%
16,124
-276
679
$385K ﹤0.01%
1,956
-2,895
680
$379K ﹤0.01%
2,374
+357
681
$379K ﹤0.01%
7,738
+1,626
682
$374K ﹤0.01%
2,897
-1,920
683
$373K ﹤0.01%
4,754
-6,482
684
$371K ﹤0.01%
7,496
-56
685
$369K ﹤0.01%
3,504
+34
686
$365K ﹤0.01%
9,857
-10,344
687
$364K ﹤0.01%
12,800
-4,018
688
$363K ﹤0.01%
7,684
-12,473
689
$363K ﹤0.01%
5,199
+378
690
$356K ﹤0.01%
5,920
-1,727
691
$354K ﹤0.01%
+6,391
692
$354K ﹤0.01%
10,451
-1,455
693
$353K ﹤0.01%
+4,699
694
$352K ﹤0.01%
12,215
+593
695
$349K ﹤0.01%
3,571
-134
696
$349K ﹤0.01%
9,163
+1,592
697
$342K ﹤0.01%
891
+30
698
$342K ﹤0.01%
2,779
+431
699
$342K ﹤0.01%
3,801
+767
700
$342K ﹤0.01%
9,365
+129
26 27
28
29 30