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
$156M
AUM Growth
+$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$1.98M
3 +$501K
4
CSX icon
CSX Corp
CSX
+$245K
5
GLD icon
SPDR Gold Trust
GLD
+$242K

Top Sells

1 +$3.57M
2 +$1.74M
3 +$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$843K

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