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
626
$1.22M ﹤0.01%
2,680
+696
627
$1.21M ﹤0.01%
2,878
-160
628
$1.19M ﹤0.01%
8,549
-116
629
$1.17M ﹤0.01%
22,049
+1,817
630
$1.16M ﹤0.01%
14,947
-596
631
$1.16M ﹤0.01%
42,582
-1,826
632
$1.15M ﹤0.01%
19,259
+6,986
633
$1.14M ﹤0.01%
9,562
-1,465
634
$1.14M ﹤0.01%
76,179
+25,044
635
$1.14M ﹤0.01%
7,252
+1,455
636
$1.14M ﹤0.01%
6,786
+258
637
$1.14M ﹤0.01%
16,728
-2,450
638
$1.14M ﹤0.01%
13,490
+766
639
$1.13M ﹤0.01%
1,943
+142
640
$1.13M ﹤0.01%
28,387
-644
641
$1.12M ﹤0.01%
13,000
+8,083
642
$1.12M ﹤0.01%
12,100
+755
643
$1.11M ﹤0.01%
24,306
-3,633
644
$1.1M ﹤0.01%
16,670
+4,109
645
$1.1M ﹤0.01%
16,895
+378
646
$1.1M ﹤0.01%
14,217
+890
647
$1.09M ﹤0.01%
21,286
+1,000
648
$1.09M ﹤0.01%
13,915
-12,595
649
$1.08M ﹤0.01%
18,397
-42,632
650
$1.06M ﹤0.01%
15,993
+2,425
24 25
26
27 28