MI
Moneywise Inc Portfolio holdings
AUM
$213M
This Quarter Return
-0.43%
1 Year Return
+11.85%
3 Year Return
+41.79%
5 Year Return
+65.53%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+2.7%)
Cap. Flow
+$7M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
61.37%
Holding
62
New
3
Increased
21
Reduced
27
Closed
5
Top Buys
| 1 |
Inspire 500 ETF
PTL
|
$7.14M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$3.66M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$2.65M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$2.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.27M |
Top Sells
| 1 |
Schwab U.S Small- Cap ETF
SCHA
|
$2.63M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$2.12M |
| 3 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
$1.67M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.62M |
| 5 |
Inspire 100 ETF
BIBL
|
$1.59M |
Sector Composition
| 1 | Industrials | 0.95% |
| 2 | Technology | 0.43% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Energy | 0.24% |
| 5 | Utilities | 0.11% |
