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Wealthfront Advisers Portfolio holdings
AUM
$45.6B
1-Year Est. Return
18.83%
This Fund
S&P 500
This Quarter
Est. Return
-10.59%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$9.41B
AUM Growth
–
Cap. Flow
+$9.91B
Cap. Flow
% of AUM
105.32%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$1.15B |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.12B |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.02B |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$999M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$699M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 1.52% |
| 3 | Healthcare | 1.25% |
| 4 | Communication Services | 1.01% |
| 5 | Consumer Discretionary | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Halliburton
HAL
$29.4B
| $487K | 0.01% |
+18,329
| New | +$618K |
|
352
Eaton
ETN
$155B
| $485K | 0.01% |
+7,058
| New | +$528K |
|
353
SBA Communications
SBAC
$19.8B
| $482K | 0.01% |
+2,980
| New | +$485K |
|
354
Kimberly-Clark
KMB
$35.8B
| $478K | 0.01% |
+4,197
| New | +$466K |
|
355
Prologis
PLD
$139B
| $466K | 0.01% |
+7,939
| New | +$515K |
|
356
Align Technology
ALGN
$12.7B
| $454K | ﹤0.01% |
+2,170
| New | +$548K |
|
357
Electronic Arts
EA
$52.4B
| $445K | ﹤0.01% |
+5,640
| New | +$517K |
|
358
Nasdaq
NDAQ
$51.9B
| $443K | ﹤0.01% |
+16,305
| New | +$465K |
|
|
AIV
359
Aimco
AIV
$390M
| $437K | ﹤0.01% |
+74,813
| New | +$445K |
|
|
ATVI
360
DELISTED
Activision Blizzard
ATVI
| $429K | ﹤0.01% |
+9,217
| New | +$552K |
|
361
Expeditors International
EXPD
$23.9B
| $420K | ﹤0.01% |
+6,171
| New | +$433K |
|
362
Moody's
MCO
$89B
| $419K | ﹤0.01% |
+2,990
| New | +$451K |
|
363
Lam Research
LRCX
$391B
| $406K | ﹤0.01% |
+29,790
| New | +$427K |
|
364
Microchip Technology
MCHP
$44B
| $405K | ﹤0.01% |
+11,270
| New | +$398K |
|
365
Brown-Forman Class B
BF.B
$11.8B
| $400K | ﹤0.01% |
+8,413
| New | +$400K |
|
366
PACCAR
PCAR
$66.5B
| $400K | ﹤0.01% |
+10,488
| New | +$419K |
|
367
Cummins
CMI
$89.2B
| $399K | ﹤0.01% |
+2,986
| New | +$422K |
|
368
Regeneron Pharmaceuticals
REGN
$70.7B
| $393K | ﹤0.01% |
+1,051
| New | +$385K |
|
369
eBay
EBAY
$49.7B
| $383K | ﹤0.01% |
+13,645
| New | +$401K |
|
370
Darden Restaurants
DRI
$22.8B
| $382K | ﹤0.01% |
+3,829
| New | +$410K |
|
371
Federal Realty Investment Trust
FRT
$10.9B
| $382K | ﹤0.01% |
+3,239
| New | +$407K |
|
|
ETFC
372
DELISTED
E*Trade Financial Corporation
ETFC
| $380K | ﹤0.01% |
+8,650
| New | +$424K |
|
373
L3Harris
LHX
$52.7B
| $376K | ﹤0.01% |
+2,792
| New | +$422K |
|
374
Hewlett Packard
HPE
$61.4B
| $374K | ﹤0.01% |
+28,327
| New | +$424K |
|
375
Rockwell Automation
ROK
$51.1B
| $362K | ﹤0.01% |
+2,404
| New | +$401K |
|
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Wealthfront Advisers's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Wealthfront Advisers, which disclosed 442 positions worth $9.41B. Its ten largest holdings account for 75% of the portfolio.
Its largest position is Schwab International Equity ETF: 74,823,118 shares worth $1.06B.
By sector, the portfolio is most concentrated in Financials at 1.7% of assets, followed by Technology and Healthcare.
- Wealthfront Advisers's largest Q4 2018 buy was Schwab International Equity ETF: 74,823,118 shares worth $1.06B.
- Wealthfront Advisers's ten largest holdings make up 75% of its $9.41B portfolio in Q4 2018.
- Wealthfront Advisers disclosed 442 positions in Q4 2018, its first 13F filing on record.
Based on Wealthfront Advisers's 13F filing for Q4 2018, filed 14 Feb 2019.