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
$117M
AUM Growth
+$7.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$477K
3
+$446K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$346K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$334K

Top Sells

1
+$122K
2
+$89.1K
3
+$85.9K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$56.9K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$18.5K

Sector Composition

1 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$336K 0.29%
42,568
-2,344
27
$318K 0.27%
9,443
-47
28
$316K 0.27%
6,462
29
$270K 0.23%
16,164
-1,080
30
$266K 0.23%
2,429
+3
31
$266K 0.23%
2,854
+233
32
$225K 0.19%
1,979
-87
33
$219K 0.19%
+7,454
34
$212K 0.18%
+2,595
35
$208K 0.18%
6,068
-284
36
$206K 0.18%
+8,293
37
$204K 0.17%
+2,914
38
$204K 0.17%
+1,607
39
$0 ﹤0.01%
13,000
1
2