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
$153M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.88M
2 +$3.19M
3 +$2.49M
4
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$637K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$531K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.41%
3 Technology 0.33%
4 Utilities 0.21%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,264
52
-3,831