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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
+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
% of AUM
94.43%
Top 10 Holdings %
Top 10 Hldgs %
79.12%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$63.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$20.2M |
| 3 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$17.1M |
| 4 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$15M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$186B
| $263K | 0.13% |
+3,014
| New | +$256K |
|
52
Vanguard Total International Stock ETF
VXUS
$153B
| $259K | 0.13% |
+3,524
| New | +$250K |
|
53
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $257K | 0.13% |
+1,824
| New | +$242K |
|
54
Sempra
SRE
$61.7B
| $246K | 0.12% |
+2,731
| New | +$221K |
|
55
Unilever
UL
$132B
| $231K | 0.11% |
+3,467
| New | +$239K |
|
56
Visa
V
$680B
| $229K | 0.11% |
+670
| New | +$232K |
|
57
Procter & Gamble
PG
$345B
| $222K | 0.11% |
+1,445
| New | +$226K |
|
58
Netflix
NFLX
$311B
| $222K | 0.11% |
+1,850
| New | +$226K |
|
59
Schwab US Broad Market ETF
SCHB
$43.3B
| $220K | 0.11% |
+8,546
| New | +$212K |
|
60
iShares MSCI Emerging Markets Asia ETF
EEMA
$859M
| $214K | 0.1% |
+2,328
| New | +$201K |
|
61
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
| $205K | 0.1% |
+1,409
| New | +$198K |
|
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