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
301
$6.37M 0.02%
69,326
+36,190
302
$6.32M 0.02%
125,799
-13,806
303
$6.3M 0.02%
166,438
+24,399
304
$6.24M 0.02%
54,000
+10,659
305
$6.24M 0.02%
98,894
+22,692
306
$6.22M 0.02%
39,508
+5,562
307
$6.13M 0.02%
12,658
+910
308
$6.11M 0.02%
41,446
+29,740
309
$6.11M 0.02%
49,492
+4,123
310
$6.06M 0.02%
194,776
+5,841
311
$6.04M 0.02%
95,259
+6,696
312
$6.03M 0.02%
55,035
+1,716
313
$6.03M 0.02%
17,442
+3,088
314
$6.02M 0.02%
23,759
+2,337
315
$5.99M 0.02%
236,302
+20,256
316
$5.96M 0.02%
13,708
+7,400
317
$5.94M 0.02%
25,672
-301
318
$5.92M 0.02%
14,841
+2,186
319
$5.9M 0.02%
207,203
+37,019
320
$5.88M 0.02%
39,621
-1,081
321
$5.87M 0.02%
84,405
+16,508
322
$5.86M 0.02%
22,130
+3,118
323
$5.84M 0.02%
82,984
+14,920
324
$5.82M 0.02%
31,253
+2,222
325
$5.82M 0.02%
122,535
-16,883
11 12
13
14 15