NWP
NerdWallet Wealth Partners Portfolio holdings
AUM
$223M
1 Year Est. Return
–
AUM
$223M
AUM Growth
+$19.1M
(+9.4%)
Holding
64
Top Buys
| 1 | +$6.81M | |
| 2 | +$2.8M | |
| 3 | +$2.59M | |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$1.77M |
| 5 |
Capital Group Core Bond ETF
CGCB
|
+$1.59M |
Top Sells
| 1 | +$2.47M | |
| 2 | +$257K | |
| 3 | +$222K | |
| 4 |
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
|
+$108K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$83.4K |
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Communication Services | 1.46% |
| 3 | Financials | 1.17% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Consumer Staples | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$169B
| $270K | 0.12% |
3,017
+3
|
|
||
52
RELX
RELX
$76.7B
| $269K | 0.12% |
6,656
|
|
||
53
Vanguard Total International Stock ETF
VXUS
$125B
| $266K | 0.12% |
3,524
|
|
||
54
Sempra
SRE
$58.9B
| $241K | 0.11% |
2,731
|
|
||
55
iShares Bitcoin Trust
IBIT
$73.6B
| $239K | 0.11% |
4,807
+4
|
|
||
56
Visa
V
$632B
| $233K | 0.1% |
665
-5
|
|
||
57
Unilever
UL
$141B
| $227K | 0.1% |
3,466
-1
|
|
||
58
Schwab US Broad Market ETF
SCHB
$39B
| $226K | 0.1% |
8,632
+86
|
|
||
59
iShares Core S&P Total US Stock Market ETF
ITOT
$81.9B
| $223K | 0.1% |
1,501
+92
|
|
||
60
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.64B
| $219K | 0.1% |
2,328
|
|
||
61
Procter & Gamble
PG
$337B
| $202K | 0.09% |
1,413
-32
|
|
||
62
State Street Technology Select Sector SPDR ETF
XLK
$94.2B
| – | – |
-1,824
|
|
||
63
Netflix
NFLX
$383B
| – | – |
-1,850
|
|
||
64
Apple Hospitality REIT
APLE
$2.93B
| – | – |
-9,719
|
|