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
$147M
AUM Growth
-$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$884K
2 +$355K
3 +$271K
4
TMO icon
Thermo Fisher Scientific
TMO
+$218K
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$206K

Top Sells

1 +$2.54M
2 +$1.45M
3 +$1.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$765K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$742K

Sector Composition

1 Industrials 1.53%
2 Consumer Discretionary 0.4%
3 Technology 0.4%
4 Utilities 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$205K 0.14%
+2,535
52
-2,238
53
-12,174
54
-1,199