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
201
$10.1M 0.03%
178,356
+60
202
$10.1M 0.03%
76,369
+4,172
203
$10.1M 0.03%
77,823
+7,119
204
$10.1M 0.03%
138,391
+8,631
205
$10.1M 0.03%
727,542
+564,188
206
$9.97M 0.03%
90,571
-85
207
$9.93M 0.03%
140,296
+2,261
208
$9.88M 0.03%
59,475
-1,316
209
$9.83M 0.03%
452,222
+82,096
210
$9.73M 0.03%
170,238
-2,891
211
$9.72M 0.03%
94,533
+4,850
212
$9.63M 0.03%
74,749
+2,202
213
$9.54M 0.03%
55,899
+3,888
214
$9.45M 0.03%
13,900
+2,829
215
$9.43M 0.03%
143,756
+10,138
216
$9.42M 0.03%
108,405
+18,389
217
$9.34M 0.03%
27,726
-1,323
218
$9.17M 0.02%
36,970
+2,490
219
$9.16M 0.02%
44,558
+2,662
220
$9.14M 0.02%
222,228
+39,430
221
$9.03M 0.02%
6,531
+619
222
$9.02M 0.02%
56,483
+6,208
223
$8.97M 0.02%
40,792
+35,458
224
$8.87M 0.02%
81,393
+12,242
225
$8.8M 0.02%
51,043
+12,300
7 8
9
10 11