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
901
$216K ﹤0.01%
75,392
+9,843
902
$215K ﹤0.01%
5,057
-828
903
$212K ﹤0.01%
18,535
+6,217
904
$212K ﹤0.01%
8,759
+3,786
905
$211K ﹤0.01%
8,444
-214
906
$210K ﹤0.01%
2,178
-74
907
$210K ﹤0.01%
571
-18
908
$209K ﹤0.01%
4,498
+385
909
$205K ﹤0.01%
4,752
-9
910
$200K ﹤0.01%
+357
911
$199K ﹤0.01%
+16,665
912
$199K ﹤0.01%
16,008
-2,122
913
$189K ﹤0.01%
12,545
-7,091
914
$170K ﹤0.01%
+10,315
915
$154K ﹤0.01%
+15,887
916
$152K ﹤0.01%
230,567
-18,429
917
$148K ﹤0.01%
50,732
+21,556
918
$146K ﹤0.01%
+12,306
919
$146K ﹤0.01%
22,081
-1,185
920
$145K ﹤0.01%
107,112
+34,858
921
$117K ﹤0.01%
+20,032
922
$117K ﹤0.01%
18,463
+1,877
923
$106K ﹤0.01%
89,576
+51,825
924
$87.8K ﹤0.01%
88,990
+53,278
925
$84.1K ﹤0.01%
47,481
+7,279
34 35 36
37
38