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
$152M
AUM Growth
-$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.96M
3 +$1.41M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.29M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.12M

Top Sells

1 +$749K
2 +$416K
3 +$335K
4
TMO icon
Thermo Fisher Scientific
TMO
+$258K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$258K

Sector Composition

1 Industrials 1.53%
2 Consumer Discretionary 0.42%
3 Financials 0.3%
4 Technology 0.27%
5 Utilities 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.13%
727
52
-2,477
53
-386
54
-2,038