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
451
$2.95M 0.01%
37,713
+104
452
$2.94M 0.01%
6,996
+29
453
$2.92M 0.01%
58,592
+10,755
454
$2.89M 0.01%
20,868
+1,581
455
$2.87M 0.01%
39,032
+2,823
456
$2.78M 0.01%
45,083
+33,833
457
$2.78M 0.01%
50,373
+592
458
$2.75M 0.01%
10,386
-1,466
459
$2.75M 0.01%
6,546
+428
460
$2.74M 0.01%
86,679
-9,422
461
$2.73M 0.01%
158,913
-7,853
462
$2.71M 0.01%
12,180
-86
463
$2.69M 0.01%
14,329
-132
464
$2.69M 0.01%
33,377
-5,457
465
$2.66M 0.01%
36,861
+988
466
$2.66M 0.01%
48,895
-3,780
467
$2.65M 0.01%
73,221
+6,972
468
$2.65M 0.01%
14,879
+3,325
469
$2.63M 0.01%
84,307
+5,210
470
$2.62M 0.01%
17,871
-1,052
471
$2.62M 0.01%
11,211
+1,126
472
$2.61M 0.01%
40,340
+31,724
473
$2.6M 0.01%
49,421
+43,168
474
$2.6M 0.01%
52,333
+18,066
475
$2.6M 0.01%
21,609
+1,448
17 18
19
20 21