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
$110M
AUM Growth
+$9.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.15M
3 +$538K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$521K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$383K

Top Sells

1 +$184K
2 +$118K
3 +$90.5K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$32K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$19.7K

Sector Composition

1 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$311K 0.28%
6,462
+36
27
$301K 0.27%
6,012
+155
28
$297K 0.27%
9,490
+363
29
$286K 0.26%
17,244
-285
30
$263K 0.24%
2,426
+31
31
$237K 0.21%
2,066
32
$236K 0.21%
2,621
+259
33
$209K 0.19%
+6,352
34
$0 ﹤0.01%
+13,000