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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $52B Turnover 7.12%
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 %
105.32%
Top 10 Hldgs %
75.03%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 years
Top 10 Avg Time Held
0 years
Top 20 Avg Time Held
0 years

Top Buys

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$1.15B
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.12B
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.02B
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$999M
5
VTEB icon
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 Held Since
META icon
26
Meta Platforms (Facebook)
META
$1.87T
$16.4M 0.17%
+125,339
New +$18.2M
2018 Q4
0 quarters
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.13T
$15.2M 0.16%
+74,369
New +$15.5M
2018 Q4
0 quarters
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.2T
$15.1M 0.16%
+291,440
New +$15.6M
2018 Q4
0 quarters
JPM icon
29
JPMorgan Chase
JPM
$887B
$13.7M 0.15%
+140,467
New +$15M
2018 Q4
0 quarters
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.25T
$13M 0.14%
+249,100
New +$13.5M
2018 Q4
0 quarters
UNH icon
31
UnitedHealth
UNH
$370B
$12.9M 0.14%
+51,816
New +$13.7M
2018 Q4
0 quarters
MRK icon
32
Merck
MRK
$369B
$12.3M 0.13%
+168,328
New +$11.9M
2018 Q4
0 quarters
PG icon
33
Procter & Gamble
PG
$367B
$11.4M 0.12%
+124,498
New +$11.1M
2018 Q4
0 quarters
V icon
34
Visa
V
$750B
$11.4M 0.12%
+86,121
New +$11.9M
2018 Q4
0 quarters
VZ icon
35
Verizon
VZ
$187B
$11.1M 0.12%
+196,611
New +$11.2M
2018 Q4
0 quarters
JNJ icon
36
Johnson & Johnson
JNJ
$620B
$11M 0.12%
+85,259
New +$11.9M
2018 Q4
0 quarters
BAC icon
37
Bank of America
BAC
$361B
$10.8M 0.12%
+440,335
New +$11.9M
2018 Q4
0 quarters
PFE icon
38
Pfizer
PFE
$170B
$10.7M 0.11%
+258,608
New +$10.7M
2018 Q4
0 quarters
MA icon
39
Mastercard
MA
$539B
$9.85M 0.1%
+52,232
New +$10.4M
2018 Q4
0 quarters
INTC icon
40
Intel
INTC
$497B
$9.62M 0.1%
+205,081
New +$9.6M
2018 Q4
0 quarters
CSCO icon
41
Cisco
CSCO
$430B
$9.15M 0.1%
+211,156
New +$9.66M
2018 Q4
0 quarters
BA icon
42
Boeing
BA
$147B
$9.15M 0.1%
+28,360
New +$9.8M
2018 Q4
0 quarters
HD icon
43
Home Depot
HD
$304B
$8.61M 0.09%
+50,107
New +$8.99M
2018 Q4
0 quarters
ABBV icon
44
AbbVie
ABBV
$510B
$8.34M 0.09%
+90,407
New +$7.95M
2018 Q4
0 quarters
SCHH icon
45
Schwab US REIT ETF
SCHH
$10.8B
$8.19M 0.09%
+425,366
New +$8.68M
2018 Q4
0 quarters
MCD icon
46
McDonald's
MCD
$173B
$7.94M 0.08%
+44,703
New +$7.93M
2018 Q4
0 quarters
KO icon
47
Coca-Cola
KO
$398B
$7.62M 0.08%
+161,013
New +$7.71M
2018 Q4
0 quarters
CVX icon
48
Chevron
CVX
$433B
$7.55M 0.08%
+69,378
New +$8.04M
2018 Q4
0 quarters
T icon
49
AT&T
T
$162B
$7.06M 0.08%
+327,604
New +$7.63M
2018 Q4
0 quarters
ABT icon
50
Abbott
ABT
$181B
$6.95M 0.07%
+96,081
New +$6.75M
2018 Q4
0 quarters
1
2
3 4 5

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Daiwa Securities Group
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Danske Bank
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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.