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NWP

NerdWallet Wealth Partners Portfolio holdings

AUM $290M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
+10.92%
1 Year Est. Return
+17.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$290M
AUM Growth
+$61M
Cap. Flow
+$36.5M
Cap. Flow %
12.57%
Top 10 Hldgs %
80.8%
Holding
70
New
11
Increased
44
Reduced
6
Closed
1

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.58M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.72M
3
CGCB icon
Capital Group Core Bond ETF
CGCB
+$4.09M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$2.73M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.55M

Top Sells

1
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$223K
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$156K
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$58.7K
4
GLD icon
SPDR Gold Trust
GLD
+$43.9K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$28.4K

Sector Composition

1 Technology 2.24%
2 Communication Services 1.46%
3 Consumer Discretionary 0.77%
4 Financials 0.59%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHF icon
51
Schwab International Equity ETF
SCHF
$65.5B
$313K 0.11%
11,282
+781
+7% +$21.1K
SCHB icon
52
Schwab US Broad Market ETF
SCHB
$43.3B
$300K 0.1%
10,346
+1,329
+15% +$37.2K
IEFA icon
53
iShares Core MSCI EAFE ETF
IEFA
$186B
$299K 0.1%
3,098
+84
+3% +$8.07K
SMH icon
54
VanEck Semiconductor ETF
SMH
$71B
$291K 0.1%
+443
New +$242K
KLAC icon
55
KLA
KLAC
$290B
$275K 0.09%
+910
New +$181K
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$265K 0.09%
1,613
+136
+9% +$21.6K
DE icon
57
Deere & Co
DE
$158B
$252K 0.09%
398
– –
SRE icon
58
Sempra
SRE
$61.7B
$245K 0.08%
2,638
-1
-0% -$93
V icon
59
Visa
V
$680B
$239K 0.08%
695
+30
+5% +$9.63K
IGOV icon
60
iShares International Treasury Bond ETF
IGOV
$1.35B
$232K 0.08%
+5,666
New +$235K
NUDV icon
61
Nuveen ESG Dividend ETF
NUDV
$48.4M
$231K 0.08%
+7,094
New +$228K
AMD icon
62
Advanced Micro Devices
AMD
$871B
$228K 0.08%
+393
New +$161K
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$228K 0.08%
+2,747
New +$219K
JNJ icon
64
Johnson & Johnson
JNJ
$621B
$226K 0.08%
890
+27
+3% +$6.29K
RELX icon
65
RELX
RELX
$58.5B
$211K 0.07%
6,656
– –
UL icon
66
Unilever
UL
$132B
$208K 0.07%
+3,466
New +$200K
MDY icon
67
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$206K 0.07%
+293
New +$196K
ESGV icon
68
Vanguard ESG US Stock ETF
ESGV
$13.2B
$205K 0.07%
+1,553
New +$198K
MAS icon
69
Masco
MAS
$15.4B
$203K 0.07%
+2,500
New +$174K
EEMA icon
70
iShares MSCI Emerging Markets Asia ETF
EEMA
$859M
– –
-2,328
Closed -$223K
1 2
3

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