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
251
$7.72M 0.02%
13,099
+1,821
252
$7.71M 0.02%
76,789
+13,729
253
$7.7M 0.02%
65,591
+7,543
254
$7.69M 0.02%
187,611
-27,372
255
$7.68M 0.02%
42,853
+3,165
256
$7.63M 0.02%
59,517
-6,287
257
$7.56M 0.02%
21,449
+2,146
258
$7.55M 0.02%
186,846
+101,039
259
$7.51M 0.02%
22,833
+6,981
260
$7.5M 0.02%
12,336
+415
261
$7.48M 0.02%
116,312
+83,373
262
$7.47M 0.02%
228,957
+22,128
263
$7.45M 0.02%
117,400
+34,832
264
$7.44M 0.02%
54,019
-1,085
265
$7.41M 0.02%
38,380
+7,641
266
$7.38M 0.02%
35,911
+5,697
267
$7.25M 0.02%
187,072
+18,456
268
$7.2M 0.02%
64,782
+4,531
269
$7.19M 0.02%
89,598
+5,780
270
$7.17M 0.02%
150,618
+11,780
271
$7.12M 0.02%
32,785
+3,703
272
$7.05M 0.02%
72,384
-6,062
273
$7.03M 0.02%
47,328
+3,896
274
$6.97M 0.02%
52,891
-663
275
$6.96M 0.02%
38,933
-618
9 10
11
12 13