MI
Moneywise Inc Portfolio holdings
AUM
$221M
1-Year Est. Return
12.95%
1 Year Est. Return
+12.95%
AUM
$213M
AUM Growth
+$24.4M
(+13%)
Holding
77
Top Buys
| 1 | +$22.4M | |
| 2 | +$7.73M | |
| 3 | +$7.2M | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$4.37M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$4.37M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$6.88M | |
| 3 | +$6.06M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$5.96M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.65M |
Sector Composition
| 1 | Technology | 1.27% |
| 2 | Industrials | 0.83% |
| 3 | Communication Services | 0.41% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Materials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares US Infrastructure ETF
IFRA
$3.05B
| – | – |
-41,317
|
|
||
77
iShares Core Dividend Growth ETF
DGRO
$35.7B
| – | – |
-53,177
|
|