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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 | |
|---|---|---|---|---|---|---|
376
DXC Technology
DXC
$1.53B
| $361K | ﹤0.01% |
+6,785
| New | +$469K |
|
377
Schwab US Large- Cap ETF
SCHX
$71.7B
| $359K | ﹤0.01% |
+36,084
| New | +$387K |
|
378
Willis Towers Watson
WTW
$27.7B
| $354K | ﹤0.01% |
+2,332
| New | +$349K |
|
379
Fortive
FTV
$18.8B
| $353K | ﹤0.01% |
+8,267
| New | +$388K |
|
380
KLA
KLAC
$278B
| $344K | ﹤0.01% |
+38,400
| New | +$358K |
|
381
Parker-Hannifin
PH
$120B
| $343K | ﹤0.01% |
+2,300
| New | +$372K |
|
382
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
| $337K | ﹤0.01% |
+29,769
| New | +$367K |
|
383
Best Buy
BBY
$18B
| $336K | ﹤0.01% |
+6,336
| New | +$414K |
|
384
Mettler-Toledo International
MTD
$26.4B
| $331K | ﹤0.01% |
+585
| New | +$340K |
|
385
Lamb Weston
LW
$6.43B
| $325K | ﹤0.01% |
+4,421
| New | +$338K |
|
386
PPG Industries
PPG
$26.2B
| $322K | ﹤0.01% |
+3,147
| New | +$326K |
|
387
Monster Beverage
MNST
$95.2B
| $321K | ﹤0.01% |
+13,042
| New | +$354K |
|
|
PXD
388
DELISTED
Pioneer Natural Resource Co.
PXD
| $320K | ﹤0.01% |
+2,432
| New | +$372K |
|
|
LLL
389
DELISTED
L3 Technologies, Inc.
LLL
| $316K | ﹤0.01% |
+1,820
| New | +$351K |
|
390
Freeport-McMoran
FCX
$84.1B
| $315K | ﹤0.01% |
+30,527
| New | +$356K |
|
|
GRMN
391
Garmin
GRMN
$47.9B
| $312K | ﹤0.01% |
+4,932
| New | +$319K |
|
392
Tyson Foods
TSN
$20.4B
| $310K | ﹤0.01% |
+5,806
| New | +$341K |
|
393
Hormel Foods
HRL
$14B
| $305K | ﹤0.01% |
+7,146
| New | +$308K |
|
394
Waters Corp
WAT
$36.3B
| $304K | ﹤0.01% |
+1,609
| New | +$306K |
|
395
International Flavors & Fragrances
IFF
$19.9B
| $302K | ﹤0.01% |
+2,247
| New | +$311K |
|
396
W.W. Grainger
GWW
$65.7B
| $301K | ﹤0.01% |
+1,065
| New | +$317K |
|
397
Cooper Companies
COO
$14B
| $298K | ﹤0.01% |
+4,684
| New | +$303K |
|
398
CBRE Group
CBRE
$41.2B
| $296K | ﹤0.01% |
+7,395
| New | +$306K |
|
399
Royal Caribbean
RCL
$76.9B
| $296K | ﹤0.01% |
+3,023
| New | +$331K |
|
400
C.H. Robinson
CHRW
$24.5B
| $291K | ﹤0.01% |
+3,457
| New | +$309K |
|
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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.