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
$134M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$3.89M
2 +$1.84M
3 +$1.83M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.53M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.09M

Sector Composition

1 Industrials 1.41%
2 Consumer Discretionary 0.49%
3 Technology 0.23%
4 Energy 0.22%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,183
52
-5,146