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
26
$210M 0.57%
818,812
+32,723
27
$196M 0.53%
1,031,367
+48,118
28
$177M 0.47%
306,416
+15,160
29
$175M 0.47%
5,680,720
+650,634
30
$169M 0.45%
1,534,178
+798,167
31
$147M 0.4%
1,502,840
+57,917
32
$118M 0.32%
908,019
-68,510
33
$115M 0.31%
1,234,488
-64
34
$113M 0.3%
212,041
+43,309
35
$112M 0.3%
199,669
+24,322
36
$101M 0.27%
2,382,422
+122,045
37
$99M 0.27%
639,880
+47,290
38
$95.3M 0.26%
3,916,163
+160,299
39
$93.2M 0.25%
359,448
+67,506
40
$92.7M 0.25%
1,120,066
-117,999
41
$91.9M 0.25%
111,269
+6,616
42
$91.6M 0.25%
1,121,344
-5,484
43
$88.2M 0.24%
527,067
+50,458
44
$87.6M 0.24%
186,745
+13,929
45
$87.2M 0.23%
2,495,656
-38,296
46
$82.2M 0.22%
3,267,659
+300,825
47
$79.9M 0.21%
511,515
+29,295
48
$78.5M 0.21%
784,077
-589,548
49
$78M 0.21%
317,991
+28,829
50
$72M 0.19%
979,919
+65,041
1
2
3 4 5