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
151
$7.31M 0.04%
50,392
-7,627
152
$7.27M 0.04%
34,554
+403
153
$7.21M 0.03%
43,928
+12,418
154
$7.05M 0.03%
75,679
-30,858
155
$7.02M 0.03%
376,198
-27,004
156
$7M 0.03%
71,880
+13,888
157
$6.95M 0.03%
46,623
-15,425
158
$6.92M 0.03%
48,793
-1,442
159
$6.85M 0.03%
121,695
+20,220
160
$6.83M 0.03%
84,739
-6,755
161
$6.82M 0.03%
30,907
+5,492
162
$6.63M 0.03%
27,105
+2,484
163
$6.58M 0.03%
28,806
+156
164
$6.55M 0.03%
37,707
+6,773
165
$6.54M 0.03%
266,252
+9,439
166
$6.5M 0.03%
26,213
+2,033
167
$6.39M 0.03%
69,858
+7,229
168
$6.33M 0.03%
63,618
-1,175
169
$6.32M 0.03%
45,041
+10,249
170
$6.23M 0.03%
24,504
-1,559
171
$6.22M 0.03%
35,870
-140
172
$6.19M 0.03%
46,684
+6,223
173
$6.15M 0.03%
61,338
-10,421
174
$5.92M 0.03%
34,878
-84
175
$5.87M 0.03%
70,813
+8,104
5 6
7
8 9