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
51
$68.2M 0.18%
731,790
+14,290
52
$64.5M 0.17%
184,082
+20,444
53
$60.3M 0.16%
2,613,753
+232,552
54
$56.1M 0.15%
472,087
+51,708
55
$56M 0.15%
59,235
+4,556
56
$53.3M 0.14%
97,226
+3,925
57
$48M 0.13%
705,032
+72,912
58
$47.2M 0.13%
1,283,228
+161,649
59
$46.7M 0.13%
1,829,550
+176,223
60
$45.2M 0.12%
515,381
+22,594
61
$42.7M 0.11%
81,508
+4,239
62
$42.7M 0.11%
505,516
+936
63
$42.3M 0.11%
1,327,710
-139,729
64
$41.8M 0.11%
252,068
+93,127
65
$40.2M 0.11%
109,716
+297
66
$38.8M 0.1%
126,610
+8,636
67
$38.6M 0.1%
226,574
+9,645
68
$38.5M 0.1%
1,064,323
+21,170
69
$37M 0.1%
1,309,658
+55,704
70
$35.8M 0.1%
718,116
-39,648
71
$35.5M 0.1%
849,869
+46,142
72
$33.8M 0.09%
91,090
+5,232
73
$33.7M 0.09%
160,823
+11,726
74
$33.1M 0.09%
708,008
+190,109
75
$32.1M 0.09%
418,947
+40,769
1 2
3
4 5