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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 | |
|---|---|---|---|---|---|---|
401
AutoZone
AZO
$49.5B
| $290K | ﹤0.01% |
+346
| New | +$277K |
|
402
Carnival Corporation Ltd
CCL
$36.2B
| $286K | ﹤0.01% |
+5,801
| New | +$332K |
|
403
Dollar Tree
DLTR
$24.3B
| $284K | ﹤0.01% |
+3,147
| New | +$266K |
|
404
LyondellBasell Industries
LYB
$19.1B
| $283K | ﹤0.01% |
+3,404
| New | +$311K |
|
405
Arista Networks
ANET
$212B
| $280K | ﹤0.01% |
+21,280
| New | +$306K |
|
406
Nucor
NUE
$53.9B
| $271K | ﹤0.01% |
+5,221
| New | +$309K |
|
407
Stanley Black & Decker
SWK
$14B
| $269K | ﹤0.01% |
+2,245
| New | +$280K |
|
408
Hartford Financial Services
HIG
$38.4B
| $268K | ﹤0.01% |
+6,021
| New | +$271K |
|
409
Global Payments
GPN
$21.4B
| $266K | ﹤0.01% |
+2,583
| New | +$285K |
|
410
Xylem
XYL
$29.3B
| $264K | ﹤0.01% |
+3,964
| New | +$274K |
|
411
Invesco S&P 500 Equal Weight ETF
RSP
$96.3B
| $260K | ﹤0.01% |
+2,847
| New | +$282K |
|
412
Cadence Design Systems
CDNS
$90.3B
| $259K | ﹤0.01% |
+5,962
| New | +$259K |
|
413
Ball Corp
BALL
$16.6B
| $258K | ﹤0.01% |
+5,614
| New | +$262K |
|
414
McKesson
MCK
$98.6B
| $256K | ﹤0.01% |
+2,320
| New | +$289K |
|
415
TE Connectivity
TEL
$59.5B
| $254K | ﹤0.01% |
+3,364
| New | +$259K |
|
416
Omnicom Group
OMC
$23.3B
| $250K | ﹤0.01% |
+3,419
| New | +$254K |
|
|
WCG
417
DELISTED
Wellcare Health Plans, Inc.
WCG
| $248K | ﹤0.01% |
+1,051
| New | +$282K |
|
418
Expedia Group
EXPE
$32B
| $245K | ﹤0.01% |
+2,179
| New | +$261K |
|
419
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $241K | ﹤0.01% |
+7,245
| New | +$264K |
|
420
Vanguard Small-Cap Value ETF
VBR
$37B
| $237K | ﹤0.01% |
+2,082
| New | +$263K |
|
421
FMC
FMC
$1.4B
| $235K | ﹤0.01% |
+3,656
| New | +$256K |
|
422
CarMax
KMX
$8.1B
| $234K | ﹤0.01% |
+3,733
| New | +$246K |
|
423
United Rentals
URI
$65.6B
| $231K | ﹤0.01% |
+2,255
| New | +$272K |
|
424
VF Corp
VFC
$6.63B
| $231K | ﹤0.01% |
+3,438
| New | +$263K |
|
425
Quest Diagnostics
DGX
$23.3B
| $229K | ﹤0.01% |
+2,746
| New | +$257K |
|
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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.