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
776
$152K ﹤0.01%
23,700
-2,893
777
$117K ﹤0.01%
+10,037
778
$103K ﹤0.01%
12,765
-4,559
779
$85.2K ﹤0.01%
23,653
+3,483
780
$45.5K ﹤0.01%
+890
781
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-2,389
782
– –
-17,327
783
– –
-24,814
784
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785
– –
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786
– –
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787
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788
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789
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790
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– –
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792
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793
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794
– –
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795
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796
– –
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797
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798
– –
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799
– –
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800
– –
-10,804
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