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
$161M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.63M
3
+$1.55M
4
MUST icon
Columbia Multi-Sector Municipal Income ETF
MUST
+$1.37M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$994K

Top Sells

1
+$1.63M
2
+$1.43M
3
+$1.29M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$969K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.42%
3 Technology 0.3%
4 Energy 0.26%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,392
1 2
3