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
401
$3.94M 0.01%
71,981
+29,679
402
$3.92M 0.01%
117,237
+19,229
403
$3.92M 0.01%
6,175
-1,173
404
$3.9M 0.01%
6,719
+808
405
$3.86M 0.01%
19,230
+1,714
406
$3.85M 0.01%
41,637
+33,294
407
$3.84M 0.01%
22,182
+5,082
408
$3.83M 0.01%
18,303
+4,766
409
$3.78M 0.01%
15,517
+554
410
$3.77M 0.01%
14,409
+2,402
411
$3.76M 0.01%
34,340
+12,008
412
$3.73M 0.01%
46,511
+25,788
413
$3.72M 0.01%
21,195
-566
414
$3.69M 0.01%
13,070
+5,841
415
$3.57M 0.01%
24,247
-802
416
$3.56M 0.01%
50,530
-143
417
$3.55M 0.01%
11,207
-205
418
$3.51M 0.01%
6,207
+346
419
$3.51M 0.01%
147,159
+73,457
420
$3.5M 0.01%
22,708
+4,093
421
$3.5M 0.01%
50,891
+2,821
422
$3.48M 0.01%
56,064
+51,176
423
$3.45M 0.01%
10,433
-2,114
424
$3.42M 0.01%
14,352
-851
425
$3.42M 0.01%
4,191
-84
15 16
17
18 19