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
151
$14M 0.04%
10,547
-223
152
$13.9M 0.04%
46,133
+3,027
153
$13.9M 0.04%
50,994
+4,940
154
$13.8M 0.04%
57,042
+1,487
155
$13.8M 0.04%
51,895
+6,418
156
$13.7M 0.04%
94,152
+1,384
157
$13.7M 0.04%
36,700
+2,236
158
$13.6M 0.04%
633,652
-57,850
159
$13.5M 0.04%
241,257
-42,415
160
$13.2M 0.04%
312,513
+64,134
161
$13.1M 0.04%
218,625
+13,470
162
$12.9M 0.03%
172,030
+21,011
163
$12.8M 0.03%
80,221
+3,732
164
$12.8M 0.03%
55,395
+3,322
165
$12.8M 0.03%
69,991
+4,890
166
$12.7M 0.03%
218,921
+76,628
167
$12.5M 0.03%
176,653
+25,759
168
$12.4M 0.03%
56,189
+10,133
169
$12.4M 0.03%
432,927
+16,724
170
$12M 0.03%
58,503
+4,645
171
$11.9M 0.03%
124,740
+5,190
172
$11.9M 0.03%
35,980
+22,565
173
$11.8M 0.03%
267,594
+28,161
174
$11.8M 0.03%
119,115
+3,298
175
$11.6M 0.03%
67,640
-196
5 6
7
8 9