MI
Moneywise Inc Portfolio holdings
AUM
$213M
This Quarter Return
+6.99%
1 Year Return
+11.85%
3 Year Return
+41.79%
5 Year Return
+65.53%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+5.7%)
Cap. Flow
+$27.8K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
65.82%
Holding
64
New
12
Increased
10
Reduced
32
Closed
5
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$10.4M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$3.58M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$3.15M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.83M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$2.28M |
Top Sells
| 1 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
$5.06M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$3.55M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.52M |
| 4 |
Vanguard Total World Bond ETF
BNDW
|
$3.41M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.83M |
Sector Composition
| 1 | Industrials | 1.06% |
| 2 | Consumer Discretionary | 0.37% |
| 3 | Energy | 0.24% |
| 4 | Technology | 0.23% |
| 5 | Consumer Staples | 0% |
