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
101
$11.2M 0.05%
167,217
+50,210
102
$11.2M 0.05%
81,710
-2,094
103
$11.1M 0.05%
171,931
+89,777
104
$11M 0.05%
46,065
+6,925
105
$11M 0.05%
132,331
-9,195
106
$10.8M 0.05%
32,723
+1,837
107
$10.8M 0.05%
161,982
+25,007
108
$10.8M 0.05%
106,830
+25,065
109
$10.8M 0.05%
40,522
+22,172
110
$10.7M 0.05%
126,262
-6,663
111
$10.4M 0.05%
81,692
-1,515
112
$10.3M 0.05%
128,826
+45,857
113
$10.2M 0.05%
61,607
+2,655
114
$10.1M 0.05%
34,996
-3,525
115
$9.99M 0.05%
77,161
+4,861
116
$9.94M 0.05%
252,240
-15,704
117
$9.9M 0.05%
241,589
+59,054
118
$9.85M 0.05%
238,629
-29,666
119
$9.77M 0.05%
69,329
+1,969
120
$9.72M 0.05%
88,402
-2,512
121
$9.64M 0.05%
356,078
-13,974
122
$9.54M 0.05%
70,254
+4,335
123
$9.19M 0.04%
27,435
+4,541
124
$9.14M 0.04%
39,450
+4,809
125
$9.02M 0.04%
221,455
+32,240
3 4
5
6 7