MI
Moneywise Inc Portfolio holdings
AUM
$213M
This Quarter Return
+2.35%
1 Year Return
+11.85%
3 Year Return
+41.79%
5 Year Return
+65.53%
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+6.4%)
Cap. Flow
+$4.42M
Cap. Flow
% of AUM
3.76%
Top 10 Holdings %
Top 10 Hldgs %
76.27%
Holding
39
New
5
Increased
22
Reduced
9
Closed
–
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$620K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$477K |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$446K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$346K |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$334K |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$122K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$89.1K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$85.9K |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$56.9K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$18.5K |
Sector Composition
| 1 | Consumer Discretionary | 0.46% |
