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
$123M
AUM Growth
-$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.34M
3 +$1.71M
4
NURE icon
Nuveen Short-Term REIT ETF
NURE
+$384K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$381K

Sector Composition

1 Industrials 1.28%
2 Consumer Discretionary 0.47%
3 Energy 0.27%
4 Technology 0.27%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,655