Wealthfront Advisers Portfolio holdings
AUM
$38.8B
This Quarter Return
+4.33%
1 Year Return
+14.38%
3 Year Return
+46.78%
5 Year Return
+67.39%
10 Year Return
–
AUM
$23.6B
AUM Growth
+$23.6B
(+7.2%)
Cap. Flow
+$735M
Cap. Flow
% of AUM
3.12%
Top 10 Holdings %
Top 10 Hldgs %
64.96%
Holding
846
New
41
Increased
402
Reduced
381
Closed
22
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$196M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$76.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$45.4M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$26.1M |
| 5 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$19.3M |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Healthcare | 1.82% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Financials | 1.73% |
| 5 | Consumer Staples | 1.34% |
