AA

Acorns Advisers Portfolio holdings

AUM $11.7B
1-Year Est. Return 11.33%
This Quarter Est. Return
1 Year Est. Return
+11.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.7B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$88M
3
+$84.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$50.4M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$16.9M

Top Sells

1
+$74.3M
2
+$35.2M
3
+$3.93M
4
MBB icon
iShares MBS ETF
MBB
+$3.86M
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$3.25M

Sector Composition

1 Technology 0.28%
2 Consumer Discretionary 0.15%
3 Communication Services 0.05%
4 Financials 0.03%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.27T
$6.42M 0.06%
29,279
+4,501
MSFT icon
27
Microsoft
MSFT
$3.82T
$4.24M 0.04%
8,526
+601
XLK icon
28
Technology Select Sector SPDR Fund
XLK
$93.7B
$2.76M 0.02%
10,903
+1,662
META icon
29
Meta Platforms (Facebook)
META
$1.8T
$2.25M 0.02%
3,046
+419
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.78M 0.02%
3,659
+627
AMD icon
31
Advanced Micro Devices
AMD
$378B
$1.76M 0.02%
12,391
+1,859
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.07T
$1.42M 0.01%
7,997
+1,111
COST icon
33
Costco
COST
$415B
$1.38M 0.01%
1,395
+164
AVGO icon
34
Broadcom
AVGO
$1.65T
$1.35M 0.01%
4,904
+720
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$1.27M 0.01%
22,334
+6,196
LLY icon
36
Eli Lilly
LLY
$720B
$1.25M 0.01%
1,605
+366
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.06T
$1.02M 0.01%
5,765
+939
XOM icon
38
Exxon Mobil
XOM
$479B
$963K 0.01%
8,935
+1,929
WMT icon
39
Walmart
WMT
$859B
$893K 0.01%
9,136
+880
NFLX icon
40
Netflix
NFLX
$510B
$889K 0.01%
664
+42
GEV icon
41
GE Vernova
GEV
$163B
$837K 0.01%
1,582
+103
XLE icon
42
Energy Select Sector SPDR Fund
XLE
$25.8B
$772K 0.01%
9,098
+2,077
ORCL icon
43
Oracle
ORCL
$830B
$711K 0.01%
3,252
+542
GE icon
44
GE Aerospace
GE
$318B
$673K 0.01%
2,616
+415
CVX icon
45
Chevron
CVX
$308B
$653K 0.01%
4,557
+1,315
INTC icon
46
Intel
INTC
$176B
$652K 0.01%
29,118
+6,178
HD icon
47
Home Depot
HD
$390B
$640K 0.01%
1,745
+253
KO icon
48
Coca-Cola
KO
$295B
$619K 0.01%
8,744
+976
XLF icon
49
Financial Select Sector SPDR Fund
XLF
$53.7B
$575K ﹤0.01%
10,978
+2,594
BLK icon
50
Blackrock
BLK
$180B
$523K ﹤0.01%
498
+72
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