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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
% of AUM
105.32%
Top 10 Holdings %
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 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
176
Intuitive Surgical
ISRG
$151B
| $1.47M | 0.02% |
+9,228
| New | +$1.56M |
2018 Q4
0 quarters
|
|
177
Charter Communications
CHTR
$12.6B
| $1.47M | 0.02% |
+5,156
| New | +$1.62M |
2018 Q4
0 quarters
|
|
178
Travelers Companies
TRV
$80.1B
| $1.47M | 0.02% |
+12,249
| New | +$1.53M |
2018 Q4
0 quarters
|
|
179
General Mills
GIS
$17.6B
| $1.44M | 0.02% |
+37,057
| New | +$1.57M |
2018 Q4
0 quarters
|
|
180
Mondelez International
MDLZ
$80.4B
| $1.41M | 0.02% |
+35,260
| New | +$1.5M |
2018 Q4
0 quarters
|
|
181
Public Service Enterprise Group
PEG
$35B
| $1.41M | 0.02% |
+27,112
| New | +$1.46M |
2018 Q4
0 quarters
|
|
182
General Dynamics
GD
$91.2B
| $1.4M | 0.01% |
+8,889
| New | +$1.59M |
2018 Q4
0 quarters
|
|
183
Ford
F
$49.1B
| $1.39M | 0.01% |
+181,840
| New | +$1.62M |
2018 Q4
0 quarters
|
|
184
Waste Management
WM
$89.6B
| $1.39M | 0.01% |
+15,619
| New | +$1.4M |
2018 Q4
0 quarters
|
|
185
WEC Energy
WEC
$34.6B
| $1.39M | 0.01% |
+20,051
| New | +$1.41M |
2018 Q4
0 quarters
|
|
186
Fiserv Inc
FISV
$25.1B
| $1.39M | 0.01% |
+18,840
| New | +$1.46M |
2018 Q4
0 quarters
|
|
187
DELISTED
Foot Locker
FL
| $1.37M | 0.01% |
+25,762
| New | +$1.29M |
2018 Q4
0 quarters
|
|
188
Aflac
AFL
$59.2B
| $1.37M | 0.01% |
+30,020
| New | +$1.33M |
2018 Q4
0 quarters
|
|
189
Stryker
SYK
$112B
| $1.36M | 0.01% |
+8,694
| New | +$1.45M |
2018 Q4
0 quarters
|
|
190
Church & Dwight Co
CHD
$24.5B
| $1.35M | 0.01% |
+20,483
| New | +$1.3M |
2018 Q4
0 quarters
|
|
|
TWTR
191
DELISTED
Twitter, Inc.
TWTR
| $1.34M | 0.01% |
+46,765
| New | +$1.47M |
2018 Q4
0 quarters
|
|
192
Allstate
ALL
$60.6B
| $1.34M | 0.01% |
+16,185
| New | +$1.45M |
2018 Q4
0 quarters
|
|
193
Norfolk Southern
NSC
$73B
| $1.33M | 0.01% |
+8,914
| New | +$1.47M |
2018 Q4
0 quarters
|
|
194
Tractor Supply
TSCO
$17.4B
| $1.27M | 0.01% |
+75,965
| New | +$1.36M |
2018 Q4
0 quarters
|
|
195
Eversource Energy
ES
$24.9B
| $1.27M | 0.01% |
+19,465
| New | +$1.27M |
2018 Q4
0 quarters
|
|
196
CF Industries
CF
$18.1B
| $1.25M | 0.01% |
+28,741
| New | +$1.35M |
2018 Q4
0 quarters
|
|
197
Cincinnati Financial
CINF
$25.7B
| $1.24M | 0.01% |
+16,004
| New | +$1.24M |
2018 Q4
0 quarters
|
|
198
Fifth Third Bancorp
FITB
$45.7B
| $1.24M | 0.01% |
+52,639
| New | +$1.39M |
2018 Q4
0 quarters
|
|
199
Advance Auto Parts
AAP
$2.65B
| $1.23M | 0.01% |
+7,788
| New | +$1.3M |
2018 Q4
0 quarters
|
|
200
Intercontinental Exchange
ICE
$88.9B
| $1.23M | 0.01% |
+16,273
| New | +$1.25M |
2018 Q4
0 quarters
|
|
Similar funds
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.