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
176
$11.6M 0.03%
89,450
+4,857
177
$11.5M 0.03%
123,238
+7,705
178
$11.4M 0.03%
116,070
+37,992
179
$11.3M 0.03%
305,611
+4,903
180
$11.2M 0.03%
22,499
-26
181
$11.2M 0.03%
135,439
+8,718
182
$11.2M 0.03%
298,292
-34,155
183
$11.1M 0.03%
75,865
+7,500
184
$11.1M 0.03%
214,689
+61,059
185
$11M 0.03%
24,627
-1,473
186
$11M 0.03%
141,392
+7,874
187
$10.9M 0.03%
279,208
-6,466
188
$10.9M 0.03%
31,505
+1,639
189
$10.9M 0.03%
679,805
-13,322
190
$10.9M 0.03%
99,396
+53,710
191
$10.8M 0.03%
137,427
+31,372
192
$10.6M 0.03%
83,435
+4,832
193
$10.6M 0.03%
60,153
-6,137
194
$10.6M 0.03%
91,185
+40,326
195
$10.5M 0.03%
250,092
+19,701
196
$10.4M 0.03%
93,009
+10,248
197
$10.3M 0.03%
59,605
-2,531
198
$10.2M 0.03%
73,302
+757
199
$10.2M 0.03%
50,476
+1,826
200
$10.2M 0.03%
147,515
+72,218
6 7
8
9 10