Instuitional Investor - Nvest Wealth Strategies, Inc.
Fund Profile
Filing Period:
| Fund Name: | Nvest Wealth Strategies, Inc. |
| Portfolio Value | $136,280,005 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | John Hancock Exchange Traded | 431,594 | $28,260,774 | 20.74% | |
| 2. | FNDF | 587,604 | $19,167,640 | 14.06% | |
| 3. | 2023 Etf Series Trust | 263,609 | $10,581,253 | 7.76% | |
| 4. | American Centy Etf Tr | 101,419 | $10,342,666 | 7.59% | |
| 5. | First Tr Exchange-Traded Fd | 218,533 | $8,275,850 | 6.07% |
Hedge Fund Resource Center 
