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
51
$22.4M 0.11%
355,459
-12,824
52
$22.3M 0.11%
865,587
-60,247
53
$22.2M 0.11%
48,585
-7,778
54
$21.8M 0.11%
64,920
+41,027
55
$21.2M 0.1%
345,316
-10,885
56
$21M 0.1%
444,912
+24,906
57
$20.8M 0.1%
78,903
-476
58
$19.8M 0.1%
670,840
+95,310
59
$19.7M 0.1%
351,870
+133,380
60
$19.2M 0.09%
229,380
-50,082
61
$18.2M 0.09%
548,252
-33,321
62
$18M 0.09%
67,590
+1,620
63
$17.6M 0.09%
244,620
+2,303
64
$17.5M 0.08%
203,505
+3,373
65
$17.4M 0.08%
273,858
-1,467
66
$17.3M 0.08%
65,864
+8,993
67
$16.9M 0.08%
143,263
+98
68
$16.7M 0.08%
78,138
+7,429
69
$16.3M 0.08%
148,629
-18,024
70
$16.3M 0.08%
69,247
-24,925
71
$16.1M 0.08%
+321,831
72
$15.1M 0.07%
152,647
+7,766
73
$14.9M 0.07%
74,577
-7,984
74
$14.7M 0.07%
125,603
+37,261
75
$14.7M 0.07%
26,655
-9,068
1 2
3
4 5