MI

Moneywise Inc Portfolio holdings

AUM $213M
1-Year Est. Return 11.85%
This Quarter Est. Return
1 Year Est. Return
+11.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$716K
2 +$308K
3 +$225K
4
TFC icon
Truist Financial
TFC
+$223K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$191K

Sector Composition

1 Industrials 1.27%
2 Consumer Discretionary 0.53%
3 Technology 0.35%
4 Utilities 0.21%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$796K 0.54%
31,020
-224
27
$787K 0.53%
15,338
+15
28
$730K 0.49%
12,174
+3,181
29
$716K 0.48%
+8,993
30
$664K 0.45%
14,465
-2,411
31
$604K 0.41%
22,388
-304
32
$556K 0.38%
9,750
33
$528K 0.36%
7,511
-2,009
34
$517K 0.35%
4,235
+542
35
$424K 0.29%
4,164
-81
36
$387K 0.26%
4,208
-150
37
$373K 0.25%
5,106
-2,016
38
$369K 0.25%
5,668
+7
39
$356K 0.24%
21,936
-1,280
40
$320K 0.22%
5,938
-286
41
$308K 0.21%
+4,067
42
$255K 0.17%
2,238
+2
43
$254K 0.17%
2,351
+3
44
$245K 0.17%
4,800
45
$239K 0.16%
929
+1
46
$233K 0.16%
6,599
-831
47
$225K 0.15%
+1,199
48
$225K 0.15%
6,990
-510
49
$223K 0.15%
+3,831
50
$214K 0.14%
2,127