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
$174M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.47M
3 +$1.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$929K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$802K

Top Sells

1 +$2.46M
2 +$1.99M
3 +$1.22M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.14M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$918K

Sector Composition

1 Industrials 1.12%
2 Consumer Discretionary 0.37%
3 Technology 0.27%
4 Energy 0.24%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$206K 0.12%
+5,259
52
$201K 0.12%
+2,622
53
-14,490
54
-9,522
55
-4,801
56
-3
57
-17,951