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
601
$1.42M ﹤0.01%
+23,674
602
$1.42M ﹤0.01%
112,771
-3,424
603
$1.41M ﹤0.01%
36,445
-3,229
604
$1.41M ﹤0.01%
30,761
-23,743
605
$1.41M ﹤0.01%
23,195
+6,419
606
$1.4M ﹤0.01%
10,357
-7,230
607
$1.37M ﹤0.01%
11,579
-544
608
$1.35M ﹤0.01%
10,730
-1,486
609
$1.34M ﹤0.01%
10,424
+3,998
610
$1.32M ﹤0.01%
6,670
+890
611
$1.32M ﹤0.01%
87,003
-615
612
$1.31M ﹤0.01%
6,624
-522
613
$1.31M ﹤0.01%
4,974
-917
614
$1.3M ﹤0.01%
54,233
+28,941
615
$1.3M ﹤0.01%
51,956
-1,032
616
$1.29M ﹤0.01%
33,263
-40,179
617
$1.29M ﹤0.01%
9,820
-51
618
$1.29M ﹤0.01%
9,992
+1,529
619
$1.28M ﹤0.01%
21,076
+1,240
620
$1.28M ﹤0.01%
34,773
+6,195
621
$1.27M ﹤0.01%
37,936
+6,528
622
$1.24M ﹤0.01%
17,412
+3,870
623
$1.23M ﹤0.01%
53,879
-8,769
624
$1.23M ﹤0.01%
23,711
+1,013
625
$1.22M ﹤0.01%
6,643
+3,790
23 24
25
26 27