We are live on ! Find out more
NWP

NerdWallet Wealth Partners Portfolio holdings

AUM $290M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
+5.91%
1 Year Est. Return
+17.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow %
94.43%
Top 10 Hldgs %
79.12%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$63.8M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$20.2M
3
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$17.1M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.81%
2 Communication Services 1.54%
3 Financials 1.28%
4 Real Estate 1.21%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
26
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.09M 0.53%
+16,685
New +$1.07M
GLD icon
27
SPDR Gold Trust
GLD
$129B
$1.03M 0.51%
+2,907
New +$926K
IJR icon
28
iShares Core S&P Small-Cap ETF
IJR
$109B
$999K 0.49%
+8,412
New +$967K
NVDA icon
29
NVIDIA
NVDA
$4.93T
$982K 0.48%
+5,264
New +$918K
DFIV icon
30
Dimensional International Value ETF
DFIV
$20.4B
$866K 0.42%
+18,775
New +$840K
PABU icon
31
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.47B
$814K 0.4%
+11,341
New +$783K
USFR icon
32
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$808K 0.4%
+16,071
New +$809K
DFUV icon
33
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$680K 0.33%
+15,216
New +$663K
VGIT icon
34
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$655K 0.32%
+10,916
New +$652K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$582K 0.29%
+1,158
New +$561K
PKG icon
36
Packaging Corp of America
PKG
$20.1B
$510K 0.25%
+2,340
New +$483K
JPM icon
37
JPMorgan Chase
JPM
$896B
$494K 0.24%
+1,565
New +$465K
IBND icon
38
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$456M
$460K 0.23%
+16,518
New +$531K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.3T
$402K 0.2%
+1,655
New +$347K
DFAX icon
40
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
$398K 0.2%
+12,683
New +$385K
ESGU icon
41
iShares ESG Aware MSCI USA ETF
ESGU
$17.9B
$379K 0.19%
+2,603
New +$365K
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$126B
$363K 0.18%
+3,096
New +$345K
BND icon
43
Vanguard Total Bond Market
BND
$158B
$359K 0.18%
+4,823
New +$355K
TSLA icon
44
Tesla
TSLA
$1.48T
$352K 0.17%
+792
New +$275K
QQQ icon
45
Invesco QQQ Trust
QQQ
$477B
$344K 0.17%
+572
New +$328K
RELX icon
46
RELX
RELX
$58.5B
$318K 0.16%
+6,656
New +$329K
AVGO icon
47
Broadcom
AVGO
$1.83T
$318K 0.16%
+963
New +$295K
IBIT icon
48
iShares Bitcoin Trust
IBIT
$45.6B
$312K 0.15%
+4,803
New +$312K
TLH icon
49
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$274K 0.13%
+2,662
New +$269K
IWD icon
50
iShares Russell 1000 Value ETF
IWD
$81.8B
$263K 0.13%
+1,293
New +$257K
1
2
3

Similar funds

AA
Altrafin AG Zurich $290M AUM 16.16% 1-Year Est. Return
FFA
Fairfield Financial Advisors Wellesley, Massachusetts $290M AUM 15.81% 1-Year Est. Return
PIA
Powell Investment Advisors Miami, Florida $290M AUM 21.61% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
ACG
Arch Capital Group Pembroke, Bermuda $290M AUM 0.53% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $291M AUM 19.25% 1-Year Est. Return
EPIME
Evelyn Partners Investment Management (Europe) Dublin $291M AUM 20.34% 1-Year Est. Return