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
501
$2.35M 0.01%
11,353
+1,779
502
$2.35M 0.01%
15,360
-937
503
$2.34M 0.01%
53,443
-17,572
504
$2.33M 0.01%
43,591
+8,147
505
$2.32M 0.01%
9,501
-559
506
$2.32M 0.01%
118,972
+9,406
507
$2.32M 0.01%
12,679
-312
508
$2.3M 0.01%
41,027
+756
509
$2.28M 0.01%
42,900
-759
510
$2.28M 0.01%
34,709
+3,519
511
$2.27M 0.01%
49,486
+8,029
512
$2.27M 0.01%
34,255
+4,063
513
$2.27M 0.01%
28,121
+4,998
514
$2.24M 0.01%
11,333
-795
515
$2.22M 0.01%
16,846
-683
516
$2.21M 0.01%
26,669
+1,811
517
$2.2M 0.01%
16,836
-9,324
518
$2.2M 0.01%
32,048
-1,057
519
$2.19M 0.01%
+109,421
520
$2.19M 0.01%
104,246
-87
521
$2.14M 0.01%
52,987
+1,865
522
$2.13M 0.01%
102,966
+9,903
523
$2.12M 0.01%
43,324
+11,079
524
$2.1M 0.01%
20,511
-5,175
525
$2.1M 0.01%
9,380
+1,338
19 20
21
22 23