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
751
$622K ﹤0.01%
15,257
+1,719
752
$613K ﹤0.01%
19,802
-4,304
753
$609K ﹤0.01%
52,914
+441
754
$608K ﹤0.01%
26,525
-64,104
755
$596K ﹤0.01%
29,333
-1,208
756
$591K ﹤0.01%
12,109
-325
757
$591K ﹤0.01%
14,519
-22,509
758
$585K ﹤0.01%
+10,994
759
$575K ﹤0.01%
12,588
-6,049
760
$574K ﹤0.01%
9,488
+1,910
761
$573K ﹤0.01%
3,037
-742
762
$568K ﹤0.01%
8,163
-681
763
$565K ﹤0.01%
23,329
+8,626
764
$563K ﹤0.01%
14,273
-1,423
765
$558K ﹤0.01%
19,081
+1,570
766
$550K ﹤0.01%
2,067
+278
767
$549K ﹤0.01%
5,751
+1,039
768
$543K ﹤0.01%
24,217
+10,012
769
$539K ﹤0.01%
4,507
-356
770
$526K ﹤0.01%
10,326
-486
771
$526K ﹤0.01%
5,513
-1,117
772
$522K ﹤0.01%
12,892
+1,552
773
$518K ﹤0.01%
3,785
+1,949
774
$517K ﹤0.01%
4,099
+1,210
775
$510K ﹤0.01%
907
-288
29 30
31
32 33