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
$126M
AUM Growth
+$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$550K
3
+$449K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$315K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$272K

Top Sells

1
+$1.59M
2
+$1.43M
3
+$1.22M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$1.03M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$644K

Sector Composition

1 Technology 0.34%
2 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.8%
35,150
-7,883
27
$951K 0.76%
53,760
-28,320
28
$833K 0.66%
30,409
-2,334
29
$804K 0.64%
31,214
-444
30
$788K 0.63%
15,292
+3,811
31
$596K 0.47%
21,274
+822
32
$424K 0.34%
3,662
-62
33
$353K 0.28%
9,750
34
$336K 0.27%
6,047
+523
35
$334K 0.27%
23,208
+16
36
$332K 0.26%
4,210
+141
37
$326K 0.26%
5,648
+12
38
$301K 0.24%
2,553
+3
39
$292K 0.23%
4,328
+22
40
$253K 0.2%
2,340
-85
41
$228K 0.18%
1,002
+2
42
$215K 0.17%
7,360
1
2