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
526
$2.07M 0.01%
9,752
-550
527
$2.06M 0.01%
73,262
+803
528
$2.05M 0.01%
12,772
-7,419
529
$2.04M 0.01%
19,941
+11,782
530
$2.03M 0.01%
17,364
+233
531
$2.03M 0.01%
40,078
+13,731
532
$2.03M 0.01%
28,251
+3,246
533
$2.02M 0.01%
12,568
-765
534
$2.02M 0.01%
28,722
+20,244
535
$2.02M 0.01%
28,171
-1,331
536
$2.02M 0.01%
41,975
+11,835
537
$2M 0.01%
165,862
-381,226
538
$2M 0.01%
25,378
+1,829
539
$1.99M 0.01%
61,431
-1,909
540
$1.99M 0.01%
7,708
+43
541
$1.99M 0.01%
16,651
+954
542
$1.98M 0.01%
26,855
-778
543
$1.97M 0.01%
33,230
+5,163
544
$1.97M 0.01%
68,035
+16,286
545
$1.96M 0.01%
26,269
+5,634
546
$1.96M 0.01%
9,112
-91
547
$1.92M 0.01%
27,597
-824
548
$1.91M 0.01%
64,979
-2,164
549
$1.89M 0.01%
61,050
+1,615
550
$1.89M 0.01%
19,912
+1,883
20 21
22
23 24