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
176
$5.84M 0.03%
49,749
-3,011
177
$5.79M 0.03%
60,305
-1,819
178
$5.74M 0.03%
40,912
-9,128
179
$5.72M 0.03%
54,979
-183
180
$5.72M 0.03%
122,558
-3,716
181
$5.62M 0.03%
23,681
-2,426
182
$5.6M 0.03%
54,450
+873
183
$5.57M 0.03%
83,385
-4,138
184
$5.57M 0.03%
35,464
+1,980
185
$5.52M 0.03%
130,940
-5,425
186
$5.46M 0.03%
65,018
-2,755
187
$5.35M 0.03%
113,389
+25,966
188
$5.31M 0.03%
121,782
+8,609
189
$5.31M 0.03%
161,419
+3,214
190
$5.29M 0.03%
69,143
+18,444
191
$5.27M 0.03%
21,417
-1,334
192
$5.19M 0.03%
250,182
+175,041
193
$5.15M 0.02%
135,160
-9,024
194
$5.14M 0.02%
258,979
+7,633
195
$5.11M 0.02%
70,601
-1,301
196
$5.11M 0.02%
282,448
+10,380
197
$5.11M 0.02%
33,495
+18,293
198
$5.11M 0.02%
32,542
+5,671
199
$4.96M 0.02%
111,202
+9,021
200
$4.89M 0.02%
37,897
-3,407
6 7
8
9 10