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
$94.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13.4M
3
+$9.27M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$6.35M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.23M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$269K 0.28%
+2,392
27
$269K 0.28%
+3,194
28
$267K 0.28%
+17,574
29
$254K 0.27%
+3,329
30
$236K 0.25%
+2,391
31
$230K 0.24%
+1,973
32
$214K 0.23%
+3,426
33
$214K 0.23%
+4,516
34
$210K 0.22%
+6,861
1
2