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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
-10.59%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$1.15B |
| 2 |
Vanguard Morningstar 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
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 90.75% |
| 2 | Financials | 1.68% |
| 3 | Technology | 1.53% |
| 4 | Healthcare | 1.25% |
| 5 | Communication Services | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.47T
| $16.4M | 0.17% |
+125,339
| New | +$18.2M |
|
27
Berkshire Hathaway Class B
BRK.B
$1.08T
| $15.2M | 0.16% |
+74,369
| New | +$15.5M |
|
28
Alphabet (Google) Class C
GOOG
$4.19T
| $15.1M | 0.16% |
+291,440
| New | +$15.6M |
|
29
JPMorgan Chase
JPM
$951B
| $13.7M | 0.15% |
+140,467
| New | +$15M |
|
|
30
Alphabet (Google) Class A
GOOGL
$4.24T
| $13M | 0.14% |
+249,100
| New | +$13.5M |
|
31
UnitedHealth
UNH
$353B
| $12.9M | 0.14% |
+51,816
| New | +$13.7M |
|
32
Merck
MRK
$366B
| $12.3M | 0.13% |
+168,328
| New | +$11.9M |
|
33
Procter & Gamble
PG
$334B
| $11.4M | 0.12% |
+124,498
| New | +$11.1M |
|
34
Visa
V
$712B
| $11.4M | 0.12% |
+86,121
| New | +$11.9M |
|
35
Verizon
VZ
$208B
| $11.1M | 0.12% |
+196,611
| New | +$11.2M |
|
36
Johnson & Johnson
JNJ
$646B
| $11M | 0.12% |
+85,259
| New | +$11.9M |
|
37
Bank of America
BAC
$436B
| $10.8M | 0.12% |
+440,335
| New | +$11.9M |
|
38
Pfizer
PFE
$159B
| $10.7M | 0.11% |
+258,608
| New | +$10.7M |
|
39
Mastercard
MA
$521B
| $9.85M | 0.1% |
+52,232
| New | +$10.4M |
|
40
Intel
INTC
$473B
| $9.62M | 0.1% |
+205,081
| New | +$9.6M |
|
41
Cisco
CSCO
$433B
| $9.15M | 0.1% |
+211,156
| New | +$9.66M |
|
42
Boeing
BA
$166B
| $9.15M | 0.1% |
+28,360
| New | +$9.8M |
|
43
Home Depot
HD
$329B
| $8.61M | 0.09% |
+50,107
| New | +$8.99M |
|
44
AbbVie
ABBV
$451B
| $8.34M | 0.09% |
+90,407
| New | +$7.95M |
|
45
Schwab US REIT ETF
SCHH
$11.3B
| $8.19M | 0.09% |
+425,366
| New | +$8.68M |
|
46
McDonald's
MCD
$188B
| $7.94M | 0.08% |
+44,703
| New | +$7.93M |
|
47
Coca-Cola
KO
$386B
| $7.62M | 0.08% |
+161,013
| New | +$7.71M |
|
48
Chevron
CVX
$396B
| $7.55M | 0.08% |
+69,378
| New | +$8.04M |
|
49
AT&T
T
$178B
| $7.06M | 0.08% |
+327,604
| New | +$7.63M |
|
50
Abbott
ABT
$195B
| $6.95M | 0.07% |
+96,081
| New | +$6.75M |
|
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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 Miscellaneous at 91% of assets, followed by Financials and Technology.
- 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.