MI

Moneywise Inc Portfolio holdings

AUM $240M
1-Year Est. Return 13.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.84%
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
+$726K
2
+$317K
3
+$222K
4
TFC icon
Truist Financial
TFC
+$210K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$191K

Top Sells

1
+$584K
2
+$547K
3
+$209K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$201K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$188K

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
1 2
3