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
126
$16.4M 0.04%
109,091
-1,058
127
$16.2M 0.04%
146,679
+50,582
128
$16.2M 0.04%
132,966
+29,880
129
$16.2M 0.04%
327,626
-2,858
130
$16.1M 0.04%
110,789
-1,467
131
$16.1M 0.04%
60,226
+1,323
132
$16M 0.04%
65,722
+5,992
133
$15.8M 0.04%
74,900
-8,410
134
$15.5M 0.04%
65,423
+10,278
135
$15M 0.04%
211,992
+9,733
136
$14.9M 0.04%
127,843
+4,607
137
$14.8M 0.04%
82,433
+6,538
138
$14.7M 0.04%
216,373
+100,567
139
$14.6M 0.04%
234,724
+50,980
140
$14.6M 0.04%
158,505
+24,962
141
$14.5M 0.04%
161,179
-83,701
142
$14.4M 0.04%
240,093
+33,167
143
$14.4M 0.04%
231,622
+121,040
144
$14.4M 0.04%
30,603
+6,891
145
$14.2M 0.04%
141,193
+27,075
146
$14.2M 0.04%
165,619
+2,299
147
$14.1M 0.04%
135,719
+79,941
148
$14.1M 0.04%
701,155
-230,535
149
$14M 0.04%
45,837
+2,145
150
$14M 0.04%
303,504
+238,180
4 5
6
7 8