Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$2.5B 12.1%
13,056,211
-558,298
2
$2.27B 10.98%
54,003,900
-2,556,017
3
$1.66B 8.05%
42,615,608
-2,915,067
4
$1.39B 6.75%
93,283,638
+13,902,048
5
$1.39B 6.72%
28,033,482
-7,451,045
6
$1.38B 6.67%
85,450,380
-1,196,024
7
$1.19B 5.75%
25,383,544
+3,910,875
8
$864M 4.19%
34,324,371
+1,957,629
9
$767M 3.72%
5,049,567
-478,143
10
$539M 2.61%
11,806,214
+7,530,960
11
$532M 2.58%
6,447,012
+427,672
12
$529M 2.56%
5,015,699
+109,618
13
$399M 1.94%
4,721,570
+27,608
14
$390M 1.89%
2,932,043
+139,838
15
$263M 1.27%
1,433,289
+177,100
16
$182M 0.88%
518,725
-15,809
17
$172M 0.83%
988,114
-43,906
18
$151M 0.73%
630,365
+39,073
19
$140M 0.68%
1,074,303
-407,054
20
$137M 0.67%
1,133,303
-45,078
21
$131M 0.64%
1,498,769
-55,306
22
$94M 0.46%
1,109,107
+44,241
23
$76M 0.37%
1,057,964
+57,419
24
$68.4M 0.33%
647,846
+584,967
25
$51.5M 0.25%
782,373
+129,674
1
2 3 4 5