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
201
$4.88M 0.02%
128,447
-2,562
202
$4.88M 0.02%
52,537
-654
203
$4.84M 0.02%
103,625
+7,657
204
$4.83M 0.02%
73,447
-3,081
205
$4.82M 0.02%
122,467
+8,103
206
$4.81M 0.02%
53,978
-2,832
207
$4.81M 0.02%
28,614
-1,295
208
$4.79M 0.02%
55,123
-61,796
209
$4.76M 0.02%
59,369
+23,668
210
$4.74M 0.02%
12,643
+91
211
$4.68M 0.02%
49,903
-13,185
212
$4.65M 0.02%
120,208
-4,040
213
$4.64M 0.02%
1,882
+68
214
$4.63M 0.02%
41,004
-1,008
215
$4.62M 0.02%
24,498
-4,490
216
$4.6M 0.02%
14,390
-9,377
217
$4.59M 0.02%
15,301
+2,335
218
$4.58M 0.02%
93,202
-5,431
219
$4.53M 0.02%
10,478
+5,300
220
$4.5M 0.02%
31,720
+880
221
$4.49M 0.02%
71,015
-1,284
222
$4.46M 0.02%
101,709
-2,002
223
$4.46M 0.02%
24,809
+15,666
224
$4.41M 0.02%
20,685
-2,927
225
$4.4M 0.02%
26,189
+18,015
7 8
9
10 11