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
276
$6.93M 0.02%
259,959
-17,599
277
$6.9M 0.02%
156,989
+9,046
278
$6.89M 0.02%
99,805
+23,634
279
$6.86M 0.02%
81,799
+5,887
280
$6.85M 0.02%
236,929
+6,424
281
$6.82M 0.02%
114,023
-24,582
282
$6.81M 0.02%
83,544
-2,738
283
$6.79M 0.02%
79,827
-2,105
284
$6.78M 0.02%
70,481
+12,734
285
$6.72M 0.02%
33,340
+3,355
286
$6.72M 0.02%
669,604
+134,784
287
$6.68M 0.02%
19,820
+47
288
$6.61M 0.02%
25,981
+3,210
289
$6.57M 0.02%
38,467
+7,558
290
$6.54M 0.02%
75,219
+4,188
291
$6.53M 0.02%
28,840
+5,012
292
$6.52M 0.02%
75,781
+3,385
293
$6.52M 0.02%
45,811
+3,757
294
$6.51M 0.02%
45,421
-2,295
295
$6.49M 0.02%
47,402
+14,197
296
$6.44M 0.02%
56,076
+9,980
297
$6.41M 0.02%
1,391
-2
298
$6.39M 0.02%
146,585
+38,164
299
$6.39M 0.02%
23,442
-2,002
300
$6.38M 0.02%
280,900
+77,685
10 11
12
13 14