AA

Acorns Advisers Portfolio holdings

AUM $12.7B
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$90.9M
2
+$78.7M
3
+$42.6M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$38.8M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.5M

Top Sells

1
+$345K

Sector Composition

1 Technology 0.34%
2 Consumer Discretionary 0.18%
3 Communication Services 0.06%
4 Industrials 0.04%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.51T
$7.39M 0.06%
33,667
+4,388
MSFT icon
27
Microsoft
MSFT
$3.64T
$5.05M 0.04%
9,755
+1,229
XLK icon
28
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$3.83M 0.03%
13,605
+2,702
META icon
29
Meta Platforms (Facebook)
META
$1.63T
$2.7M 0.02%
3,674
+628
AMD icon
30
Advanced Micro Devices
AMD
$350B
$2.25M 0.02%
13,896
+1,505
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.15M 0.02%
4,281
+622
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.81T
$2.04M 0.02%
8,394
+397
AVGO icon
33
Broadcom
AVGO
$1.8T
$1.8M 0.01%
5,466
+562
JEPI icon
34
JPMorgan Equity Premium Income ETF
JEPI
$41B
$1.59M 0.01%
27,931
+5,597
COST icon
35
Costco
COST
$409B
$1.58M 0.01%
1,710
+315
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.81T
$1.52M 0.01%
6,267
+502
LLY icon
37
Eli Lilly
LLY
$936B
$1.52M 0.01%
1,996
+391
XOM icon
38
Exxon Mobil
XOM
$487B
$1.14M 0.01%
10,125
+1,190
ORCL icon
39
Oracle
ORCL
$573B
$1.12M 0.01%
3,998
+746
GEV icon
40
GE Vernova
GEV
$163B
$1.09M 0.01%
1,772
+190
WMT icon
41
Walmart
WMT
$896B
$1.06M 0.01%
10,325
+1,189
INTC icon
42
Intel
INTC
$207B
$1.04M 0.01%
30,964
+1,846
NFLX icon
43
Netflix
NFLX
$463B
$1.02M 0.01%
8,520
+1,880
XLE icon
44
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
$954K 0.01%
10,678
+1,580
GE icon
45
GE Aerospace
GE
$305B
$911K 0.01%
3,027
+411
CVX icon
46
Chevron
CVX
$300B
$837K 0.01%
5,391
+834
HD icon
47
Home Depot
HD
$352B
$763K 0.01%
1,883
+138
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$51.8B
$742K 0.01%
13,770
+2,792
KO icon
49
Coca-Cola
KO
$304B
$720K 0.01%
10,857
+2,113
LMT icon
50
Lockheed Martin
LMT
$102B
$684K 0.01%
1,371
+281
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