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
$155M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.95M
3 +$1.93M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.88M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.86M

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.4%
3 Energy 0.28%
4 Technology 0.27%
5 Consumer Staples 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,518