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
726
$677K ﹤0.01%
5,934
-28
727
$677K ﹤0.01%
1,862
-1,795
728
$675K ﹤0.01%
18,102
-5,659
729
$674K ﹤0.01%
30,185
+1,994
730
$666K ﹤0.01%
24,868
-12,878
731
$662K ﹤0.01%
2,526
+287
732
$660K ﹤0.01%
48,756
+15,813
733
$658K ﹤0.01%
3,464
+1,940
734
$658K ﹤0.01%
11,719
+1,836
735
$657K ﹤0.01%
3,633
+154
736
$655K ﹤0.01%
13,005
+8,219
737
$653K ﹤0.01%
2,883
+1,004
738
$650K ﹤0.01%
9,524
-17,309
739
$647K ﹤0.01%
12,287
+947
740
$647K ﹤0.01%
14,353
-2,513
741
$645K ﹤0.01%
2,415
-2,736
742
$645K ﹤0.01%
1,173
+48
743
$644K ﹤0.01%
2,601
+68
744
$643K ﹤0.01%
29,559
-2,196
745
$643K ﹤0.01%
3,760
-146
746
$638K ﹤0.01%
17,613
-1,031
747
$637K ﹤0.01%
37,014
-1,458
748
$628K ﹤0.01%
6,703
+635
749
$625K ﹤0.01%
5,280
-10,907
750
$623K ﹤0.01%
7,542
-11,318
28 29
30
31 32