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
101
$21.1M 0.06%
201,292
+9,392
102
$21M 0.06%
26,359
+47
103
$20.9M 0.06%
63,502
+2,380
104
$20.8M 0.06%
361,198
+105,839
105
$20.6M 0.06%
99,722
-9,929
106
$20.6M 0.06%
66,065
+15,521
107
$20.4M 0.05%
280,621
+52,817
108
$19.5M 0.05%
38,336
+4,316
109
$19.1M 0.05%
156,865
+8,175
110
$19M 0.05%
61,462
+3,294
111
$18.6M 0.05%
79,656
+3,218
112
$18.6M 0.05%
48,403
+3,594
113
$18.1M 0.05%
67,148
-2,053
114
$18M 0.05%
709,020
+6,458
115
$17.5M 0.05%
114,061
+17,228
116
$17.4M 0.05%
79,979
+26,475
117
$17.2M 0.05%
81,189
+3,383
118
$17.1M 0.05%
25,470
+7,073
119
$16.9M 0.05%
17,844
+1,697
120
$16.8M 0.05%
31,060
+719
121
$16.8M 0.05%
182,641
+28,208
122
$16.7M 0.04%
53,442
-806
123
$16.6M 0.04%
311,069
+13,693
124
$16.5M 0.04%
124,646
+20,005
125
$16.5M 0.04%
57,259
+6,970
3 4
5
6 7