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
376
$4.56M 0.01%
25,134
-2,011
377
$4.54M 0.01%
26,396
-290
378
$4.53M 0.01%
32,031
+2,300
379
$4.51M 0.01%
394,880
+128,422
380
$4.5M 0.01%
27,228
+48
381
$4.47M 0.01%
43,306
+3,684
382
$4.47M 0.01%
358,879
+26,669
383
$4.47M 0.01%
60,601
+28,277
384
$4.42M 0.01%
18,555
-1,171
385
$4.4M 0.01%
57,536
+3,328
386
$4.37M 0.01%
109,129
+15,037
387
$4.36M 0.01%
71,897
+15,883
388
$4.36M 0.01%
49,008
-9,965
389
$4.35M 0.01%
12,869
-914
390
$4.24M 0.01%
33,923
+8,256
391
$4.24M 0.01%
65,077
+1,397
392
$4.19M 0.01%
101,212
+10,896
393
$4.16M 0.01%
28,475
+4,065
394
$4.15M 0.01%
58,960
+12,622
395
$4.1M 0.01%
60,525
+29,770
396
$4M 0.01%
47,112
-636
397
$3.99M 0.01%
24,213
+4,790
398
$3.98M 0.01%
170,010
+29,075
399
$3.95M 0.01%
49,842
+14,638
400
$3.94M 0.01%
23,281
-199
14 15
16
17 18