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
701
$340K ﹤0.01%
22,464
-165
702
$333K ﹤0.01%
6,577
-1,062
703
$332K ﹤0.01%
18,233
+4,707
704
$329K ﹤0.01%
10,587
+888
705
$326K ﹤0.01%
7,888
+977
706
$325K ﹤0.01%
+5,735
707
$325K ﹤0.01%
5,509
-729
708
$321K ﹤0.01%
1,736
-240
709
$319K ﹤0.01%
4,324
-193
710
$319K ﹤0.01%
5,602
-3,390
711
$314K ﹤0.01%
3,494
-1,898
712
$312K ﹤0.01%
6,062
+397
713
$310K ﹤0.01%
+8,009
714
$304K ﹤0.01%
10,101
-1,111
715
$299K ﹤0.01%
6,650
+3,294
716
$298K ﹤0.01%
9,323
+94
717
$295K ﹤0.01%
2,056
-793
718
$295K ﹤0.01%
5,721
+498
719
$294K ﹤0.01%
+9,122
720
$292K ﹤0.01%
+6,162
721
$291K ﹤0.01%
+1,596
722
$291K ﹤0.01%
+5,718
723
$289K ﹤0.01%
+11,966
724
$288K ﹤0.01%
3,285
-2,538
725
$284K ﹤0.01%
2,698
-138
27 28
29
30 31