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
926
$80.5K ﹤0.01%
19,349
+3,571
927
$69.2K ﹤0.01%
16,889
+496
928
$62K ﹤0.01%
16,450
+2,742
929
$40.8K ﹤0.01%
+63,885
930
$36.3K ﹤0.01%
39,595
-6,316
931
$32.4K ﹤0.01%
+10,590
932
$17.3K ﹤0.01%
1,427
-245
933
$14.6K ﹤0.01%
27,952
-1
934
$9.03K ﹤0.01%
13,617
935
– –
-139,177
936
– –
-2,546
937
– –
-4,567
938
– –
-29,010
939
– –
-2,092
940
– –
-5,124
941
– –
-1,436
942
– –
-7,650
943
– –
-12,602
944
– –
-3,117
945
– –
-4,466
946
– –
-563
947
– –
-2,846
948
– –
-102,019
949
– –
-14,840
34 35 36 37
38