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
726
$284K ﹤0.01%
3,343
-1,099
727
$282K ﹤0.01%
+5,935
728
$281K ﹤0.01%
+5,276
729
$278K ﹤0.01%
4,195
-129
730
$277K ﹤0.01%
4,092
-5,527
731
$275K ﹤0.01%
15,212
+1,280
732
$274K ﹤0.01%
9,228
+859
733
$274K ﹤0.01%
5,700
-1,780
734
$267K ﹤0.01%
12,601
+2,264
735
$266K ﹤0.01%
+9,301
736
$265K ﹤0.01%
12,830
-7,399
737
$264K ﹤0.01%
36,818
+7,350
738
$260K ﹤0.01%
+10,402
739
$257K ﹤0.01%
3,259
-224
740
$253K ﹤0.01%
2,729
-12
741
$251K ﹤0.01%
5,602
+512
742
$248K ﹤0.01%
+749
743
$245K ﹤0.01%
4,930
+788
744
$241K ﹤0.01%
+4,838
745
$240K ﹤0.01%
+11,672
746
$238K ﹤0.01%
1,008
-30
747
$237K ﹤0.01%
1,915
-835
748
$236K ﹤0.01%
+2,466
749
$235K ﹤0.01%
3,374
-18,700
750
$234K ﹤0.01%
557
-32
28 29
30
31 32