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
$37.3B
AUM Growth
+$3.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$159M
3
+$152M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$143M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$120M

Top Sells

1
+$91.1M
2
+$82.3M
3
+$77.8M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$59.1M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$52.3M

Sector Composition

1 Technology 4.69%
2 Financials 2.41%
3 Consumer Discretionary 1.65%
4 Healthcare 1.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.72M 0.02%
51,118
+5,309
227
$8.72M 0.02%
128,778
+2,211
228
$8.63M 0.02%
8,741
-61
229
$8.61M 0.02%
565,947
-39,205
230
$8.61M 0.02%
24,662
+1,766
231
$8.59M 0.02%
23,308
+1,515
232
$8.54M 0.02%
133,773
+10,548
233
$8.53M 0.02%
55,700
+9,398
234
$8.51M 0.02%
45,231
+16,116
235
$8.43M 0.02%
133,973
+9,856
236
$8.41M 0.02%
232,856
+36,313
237
$8.4M 0.02%
84,705
+5,463
238
$8.39M 0.02%
92,171
-44,788
239
$8.34M 0.02%
555,929
-13,883
240
$8.34M 0.02%
746,372
-648,521
241
$8.33M 0.02%
113,142
+30,543
242
$8.28M 0.02%
79,370
+22,398
243
$8.17M 0.02%
29,370
-4,026
244
$8.1M 0.02%
39,131
+1,475
245
$8.1M 0.02%
72,478
+24,984
246
$8.03M 0.02%
15,692
-4
247
$7.94M 0.02%
198,870
+64,983
248
$7.84M 0.02%
25,676
+1,128
249
$7.79M 0.02%
726,053
+491,610
250
$7.73M 0.02%
86,005
+24,000
8 9
10
11 12