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
751
$233K ﹤0.01%
5,019
-12,866
752
$232K ﹤0.01%
+2,856
753
$231K ﹤0.01%
13,714
-546
754
$230K ﹤0.01%
+6,209
755
$230K ﹤0.01%
11,949
-12,279
756
$230K ﹤0.01%
9,371
-451
757
$228K ﹤0.01%
2,570
-580
758
$224K ﹤0.01%
5,390
-1,628
759
$223K ﹤0.01%
+4,511
760
$221K ﹤0.01%
+795
761
$221K ﹤0.01%
3,032
-1,311
762
$220K ﹤0.01%
+8,253
763
$220K ﹤0.01%
+5,463
764
$214K ﹤0.01%
+4,604
765
$212K ﹤0.01%
2,498
-3,133
766
$209K ﹤0.01%
+3,276
767
$205K ﹤0.01%
+6,795
768
$205K ﹤0.01%
+2,472
769
$203K ﹤0.01%
4,559
-422
770
$203K ﹤0.01%
+4,415
771
$201K ﹤0.01%
+2,341
772
$190K ﹤0.01%
7,337
-55
773
$179K ﹤0.01%
+14,092
774
$166K ﹤0.01%
18,569
-13,436
775
$164K ﹤0.01%
12,541
-20,722
29 30
31
32 33