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
326
$5.77M 0.02%
109,022
+19,014
327
$5.76M 0.02%
119,326
+18,707
328
$5.69M 0.02%
281,295
+10,542
329
$5.64M 0.02%
22,199
+2,376
330
$5.61M 0.02%
89,107
+9,015
331
$5.6M 0.02%
1,469
-5
332
$5.58M 0.02%
27,686
+1,731
333
$5.55M 0.01%
28,458
+1,682
334
$5.5M 0.01%
132,162
+89,971
335
$5.49M 0.01%
42,950
+6,437
336
$5.48M 0.01%
24,087
+3,771
337
$5.46M 0.01%
289,826
+18,453
338
$5.41M 0.01%
2,933
+84
339
$5.38M 0.01%
114,479
-6,613
340
$5.37M 0.01%
63,699
+5,815
341
$5.36M 0.01%
20,284
+3,306
342
$5.32M 0.01%
12,151
-1,588
343
$5.32M 0.01%
48,351
+11,998
344
$5.31M 0.01%
12,375
+776
345
$5.24M 0.01%
20,820
+2,758
346
$5.23M 0.01%
77,120
-13,713
347
$5.22M 0.01%
171,535
-5,830
348
$5.16M 0.01%
42,888
+8,599
349
$5.14M 0.01%
11,048
-240
350
$5.09M 0.01%
149,891
+83,256
12 13
14
15 16