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
126
$8.92M 0.04%
63,743
+9,895
127
$8.87M 0.04%
55,968
+7,773
128
$8.73M 0.04%
91,647
-19,817
129
$8.7M 0.04%
472,369
+22,026
130
$8.69M 0.04%
84,362
-17,230
131
$8.6M 0.04%
151,596
+43,196
132
$8.31M 0.04%
159,262
+43,936
133
$8.23M 0.04%
39,760
-5,039
134
$8.22M 0.04%
86,567
-1,270
135
$8.19M 0.04%
179,227
-2,334
136
$8.17M 0.04%
66,355
-190,522
137
$8.04M 0.04%
14,728
+22
138
$7.86M 0.04%
53,181
+855
139
$7.82M 0.04%
198,613
-7,041
140
$7.78M 0.04%
551,844
-19,234
141
$7.74M 0.04%
32,586
+14,210
142
$7.7M 0.04%
34,958
+37
143
$7.68M 0.04%
19,788
+8,853
144
$7.65M 0.04%
36,105
+19,491
145
$7.6M 0.04%
67,450
+42,742
146
$7.48M 0.04%
57,694
-3,393
147
$7.43M 0.04%
10,294
-75
148
$7.39M 0.04%
14,431
+7,078
149
$7.39M 0.04%
236,544
+35,808
150
$7.38M 0.04%
59,307
+27,979
4 5
6
7 8