MI

Moneywise Inc Portfolio holdings

AUM $240M
1-Year Est. Return 13.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2M
3
+$500K
4
GLD icon
SPDR Gold Trust
GLD
+$237K
5
CSX icon
CSX Corp
CSX
+$230K

Top Sells

1
+$3.48M
2
+$1.73M
3
+$1.43M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$978K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$839K

Sector Composition

1 Industrials 1.5%
2 Consumer Discretionary 0.38%
3 Technology 0.31%
4 Utilities 0.22%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.14%
3,134
+22
52
$211K 0.14%
+2,477
53
$204K 0.13%
+683
1 2
3