NWP
NerdWallet Wealth Partners Portfolio holdings
AUM
$223M
1 Year Est. Return
–
AUM
$204M
AUM Growth
–
Holding
61
Top Buys
| 1 | +$66.2M | |
| 2 | +$20.8M | |
| 3 | +$17.6M | |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$15M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$12.6M |
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 | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$169B
| $263K | 0.13% |
+3,014
|
|
||
52
Vanguard Total International Stock ETF
VXUS
$125B
| $259K | 0.13% |
+3,524
|
|
||
53
State Street Technology Select Sector SPDR ETF
XLK
$94.2B
| $257K | 0.13% |
+1,824
|
|
||
54
Sempra
SRE
$58.9B
| $246K | 0.12% |
+2,731
|
|
||
55
Unilever
UL
$141B
| $231K | 0.11% |
+3,467
|
|
||
56
Visa
V
$632B
| $229K | 0.11% |
+670
|
|
||
57
Procter & Gamble
PG
$337B
| $222K | 0.11% |
+1,445
|
|
||
58
Netflix
NFLX
$383B
| $222K | 0.11% |
+1,850
|
|
||
59
Schwab US Broad Market ETF
SCHB
$39B
| $220K | 0.11% |
+8,546
|
|
||
60
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.64B
| $214K | 0.1% |
+2,328
|
|
||
61
iShares Core S&P Total US Stock Market ETF
ITOT
$81.9B
| $205K | 0.1% |
+1,409
|
|