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
76
$14.3M 0.07%
36,660
+2,172
77
$14.3M 0.07%
37,264
+10,784
78
$14.1M 0.07%
40,931
+6,700
79
$13.9M 0.07%
52,162
+720
80
$13.7M 0.07%
42,144
+11,607
81
$13.7M 0.07%
288,167
+75,993
82
$13.5M 0.07%
81,804
-28,809
83
$13.2M 0.06%
246,505
-135
84
$13.1M 0.06%
169,110
-55,058
85
$12.9M 0.06%
127,543
-4,490
86
$12.8M 0.06%
664,960
-82,135
87
$12.6M 0.06%
66,335
+47,129
88
$12.6M 0.06%
25,914
+3,186
89
$12.5M 0.06%
148,731
+32,647
90
$12.2M 0.06%
480,017
-446,836
91
$12.1M 0.06%
154,112
-17,341
92
$12M 0.06%
103,453
-2,865
93
$11.8M 0.06%
22,914
+1,740
94
$11.7M 0.06%
157,498
-64,285
95
$11.6M 0.06%
162,672
-8,163
96
$11.6M 0.06%
26,967
+6,372
97
$11.4M 0.06%
16,029
+2,018
98
$11.4M 0.06%
138,884
+37,873
99
$11.3M 0.05%
323,447
+104,492
100
$11.3M 0.05%
47,220
+4,472
2 3
4
5 6