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
$128M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.48M
3
+$625K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$555K
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$327K

Top Sells

1
+$724K
2
+$674K
3
+$647K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$538K
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$446K

Sector Composition

1 Industrials 1.38%
2 Consumer Discretionary 0.47%
3 Technology 0.25%
4 Energy 0.24%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,518
52
– –
-3,298
53
– –
-1,413
54
– –
-5,749
55
– –
-3,140
56
– –
-3,887
57
– –
-727
1 2
3