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
$155M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.95M
3 +$1.93M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.88M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.86M

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.4%
3 Energy 0.28%
4 Technology 0.27%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$822K 0.53%
8,498
+381
27
$790K 0.51%
17,527
+487
28
$762K 0.49%
+11,858
29
$618K 0.4%
9,750
30
$512K 0.33%
17,210
+2,280
31
$481K 0.31%
17,117
+3,120
32
$453K 0.29%
19,312
+234
33
$435K 0.28%
3,963
+1,285
34
$411K 0.27%
2,493
+127
35
$388K 0.25%
4,676
+71
36
$376K 0.24%
8,144
+79
37
$362K 0.23%
5,664
+15
38
$339K 0.22%
11,892
+59
39
$300K 0.19%
18,404
-60
40
$276K 0.18%
2,682
+10
41
$271K 0.18%
6,392
+545
42
$270K 0.17%
+1,819
43
$269K 0.17%
11,018
+66
44
$263K 0.17%
11,185
+2,103
45
$253K 0.16%
7,882
+101
46
$235K 0.15%
941
+2
47
$219K 0.14%
2,836
48
$217K 0.14%
1,186
49
$204K 0.13%
+3,287
50
-6,074