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
51
-1,173