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

Top Buys

1
+$6.41M
2
+$3.84M
3
+$2.67M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.71M
5
BNDW icon
Vanguard Total World Bond ETF
BNDW
+$1.63M

Top Sells

1
+$3.85M
2
+$1.85M
3
+$1.84M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.54M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.1M

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
– –
-6,453
52
– –
-7,331
1 2
3