MI
Moneywise Inc Portfolio holdings
AUM
$213M
This Quarter Return
+3.11%
1 Year Return
+11.85%
3 Year Return
+41.79%
5 Year Return
+65.53%
10 Year Return
–
AUM
$94.6M
AUM Growth
–
Cap. Flow
+$94.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
80.03%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$13.5M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$13.4M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.41M |
| 4 |
Schwab International Equity ETF
SCHF
|
$6.36M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$6.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0.51% |
