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
$10.4B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$27.6M
3
+$26.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$15.3M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$10.8M

Top Sells

1
+$22.7M
2
+$3.22M
3
+$202K
4
V icon
Visa
V
+$7.37K

Sector Composition

1 Technology 0.21%
2 Consumer Discretionary 0.12%
3 Communication Services 0.04%
4 Financials 0.03%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.27T
$4.71M 0.05%
24,778
+4,185
MSFT icon
27
Microsoft
MSFT
$3.82T
$2.98M 0.03%
7,925
+1,256
XLK icon
28
Technology Select Sector SPDR Fund
XLK
$93.7B
$1.91M 0.02%
9,241
+3,302
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.61M 0.02%
3,032
+144
META icon
30
Meta Platforms (Facebook)
META
$1.8T
$1.51M 0.01%
2,627
+258
COST icon
31
Costco
COST
$415B
$1.16M 0.01%
1,231
+156
AMD icon
32
Advanced Micro Devices
AMD
$378B
$1.08M 0.01%
10,532
+2,835
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.07T
$1.08M 0.01%
6,886
+1,103
LLY icon
34
Eli Lilly
LLY
$720B
$1.02M 0.01%
1,239
+107
JEPI icon
35
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$922K 0.01%
16,138
+3,125
XOM icon
36
Exxon Mobil
XOM
$479B
$833K 0.01%
7,006
+1,615
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.06T
$746K 0.01%
4,826
+814
WMT icon
38
Walmart
WMT
$859B
$725K 0.01%
8,256
+787
AVGO icon
39
Broadcom
AVGO
$1.65T
$701K 0.01%
4,184
+818
XLE icon
40
Energy Select Sector SPDR Fund
XLE
$25.8B
$656K 0.01%
7,021
+1,723
NFLX icon
41
Netflix
NFLX
$510B
$580K 0.01%
622
+39
KO icon
42
Coca-Cola
KO
$295B
$556K 0.01%
7,768
+284
HD icon
43
Home Depot
HD
$390B
$547K 0.01%
1,492
+322
CVX icon
44
Chevron
CVX
$308B
$542K 0.01%
3,242
+607
INTC icon
45
Intel
INTC
$176B
$521K 0.01%
22,940
+2,025
GEV icon
46
GE Vernova
GEV
$163B
$452K ﹤0.01%
1,479
+428
GE icon
47
GE Aerospace
GE
$318B
$441K ﹤0.01%
2,201
+106
XLF icon
48
Financial Select Sector SPDR Fund
XLF
$53.7B
$418K ﹤0.01%
8,384
+2,450
BLK icon
49
Blackrock
BLK
$180B
$403K ﹤0.01%
426
+48
DIS icon
50
Walt Disney
DIS
$199B
$391K ﹤0.01%
3,958
+132
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