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
651
$1.04M ﹤0.01%
6,114
+256
652
$1.04M ﹤0.01%
49,677
+1,109
653
$1.03M ﹤0.01%
20,447
-1,145
654
$1.02M ﹤0.01%
18,505
-779
655
$1.01M ﹤0.01%
2,036
+367
656
$1.01M ﹤0.01%
25,433
+837
657
$1.01M ﹤0.01%
17,834
-1,315
658
$998K ﹤0.01%
6,456
+739
659
$993K ﹤0.01%
50,323
-1,743
660
$991K ﹤0.01%
7,745
-3,921
661
$987K ﹤0.01%
113,368
-5,672
662
$983K ﹤0.01%
31,488
+1,465
663
$979K ﹤0.01%
35,865
+8,249
664
$979K ﹤0.01%
16,572
-501
665
$976K ﹤0.01%
20,165
+8,163
666
$974K ﹤0.01%
43,906
+1,508
667
$962K ﹤0.01%
2,625
+644
668
$958K ﹤0.01%
24,271
+2,389
669
$957K ﹤0.01%
34,929
+6,812
670
$951K ﹤0.01%
8,988
+731
671
$951K ﹤0.01%
805
-21
672
$945K ﹤0.01%
45,523
+2,277
673
$933K ﹤0.01%
18,654
+2,212
674
$927K ﹤0.01%
8,811
+2,211
675
$922K ﹤0.01%
19,472
+44
25 26
27
28 29