MI
Moneywise Inc Portfolio holdings
AUM
$221M
1-Year Est. Return
12.95%
1 Year Est. Return
+12.95%
AUM
$221M
AUM Growth
+$7.77M
(+3.6%)
Holding
79
Top Buys
| 1 | +$4.53M | |
| 2 | +$2.19M | |
| 3 | +$719K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$676K |
| 5 |
ELCV
Eventide High Dividend ETF
ELCV
|
+$513K |
Top Sells
| 1 | +$4.37M | |
| 2 | +$2.55M | |
| 3 | +$2.24M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$2.23M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$807K |
Sector Composition
| 1 | Technology | 1.17% |
| 2 | Industrials | 0.77% |
| 3 | Communication Services | 0.51% |
| 4 | Consumer Discretionary | 0.48% |
| 5 | Materials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SHYM
76
iShares Short Duration High Yield Muni Active ETF
SHYM
$446M
| – | – |
-20,947
|
|
||
|
FMUN
77
Fidelity Systematic Municipal Bond Index ETF
FMUN
$172M
| – | – |
-5,022
|
|
||
78
IBM
IBM
$286B
| – | – |
-688
|
|
||
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.6B
| – | – |
-25,296
|
|