MONEYWISE, INC.

HTTP://WWW.HSCWEALTHADVISORS.COM FOREST, VA Investment Advisor How do I update this listing?

Moneywise is based out of Forest. Moneywise is a large advisory firm with 354 clients and discretionary assets under management (AUM) of $292,067,301 (Form ADV from 2019-10-01). Their last reported 13F filing for Q2 2020 included $124,804,000 in managed 13F securities and a top 10 holdings concentration of 65.28%. Moneywise's largest holding is Schwab U.S. Large-Cap ETF with shares held of 296,350. Moneywise has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 16 13F filings

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06/30/2020

13F Activity

  • Market Value $124.804 Million
  • Prior Market Value $113.631 Million
  • New Purchases5 stocks
  • Additional Purchases19 stocks
  • Sold out of3 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 65.28 %
  • Turnover % [1]:19.05%
  • Turnover Alt % [2]: 13.19 %
  • Time Held Top20:9.30 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:8.90 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 14.53%
Performance Last 4 Quarters: -7.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

HSC WEALTH ADVISORS
1563 CROSSINGS CENTRE DRIVE SUITE 100
FOREST VA    24551-4744
Country: United States

Business Phone: 434-316-9356
Fax: 855-692-1471
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 292,067,000
Total Number of Clients: 354
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MONEYWISE INC

ownership team - last updated 2020-06-12
Name Title Start Date Direct/Indirect % Ownership
BENGDS, JOEL, ERIK VICE PRESIDENT 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT direct 2007-07-01
MONEYWISE INC VICE PRESIDENT INVESTMENTS direct 2007-07-01
VICTOR, JUSTIN, MILES VICE PRESIDENT 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT OF PLANNING direct 2012-07-01
ESKRIDGE, JOSEPH, DIXON PRESIDENT / CHIEF COMPLIANCE OFFICER 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC CHIEF OPERATING OFFICER direct 2012-07-01
MONEYWISE INC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-07-01

MONEYWISE INC

ownership team - last updated 2020-02-18
Name Title Start Date Direct/Indirect % Ownership

MONEYWISE INC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
BENGDS, JOEL, ERIK VICE PRESIDENT 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT direct 2007-07-01
MONEYWISE INC VICE PRESIDENT INVESTMENTS direct 2007-07-01
VICTOR, JUSTIN, MILES VICE PRESIDENT 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT OF PLANNING direct 2012-07-01
ESKRIDGE, JOSEPH, DIXON PRESIDENT / CHIEF COMPLIANCE OFFICER 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC CHIEF OPERATING OFFICER direct 2012-07-01
MONEYWISE INC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-07-01

MONEYWISE INC

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
HUFF, RICK, ALLEN FOUNDER 08/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC PRESIDENT direct 1997-08-01
MONEYWISE INC VICE PRESIDENT COMMUNICATIONS direct 1997-08-01 2014-03-18
BENGDS, JOEL, ERIK VICE PRESIDENT 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT direct 2007-07-01
MONEYWISE INC VICE PRESIDENT INVESTMENTS direct 2007-07-01
VICTOR, JUSTIN, MILES VICE PRESIDENT 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT OF PLANNING direct 2012-07-01
ESKRIDGE, JOSEPH, DIXON PRESIDENT / CHIEF COMPLIANCE OFFICER 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC CHIEF OPERATING OFFICER direct 2012-07-01
MONEYWISE INC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-07-01

MONEYWISE INC

ownership team - last updated 2018-05-04
Name Title Start Date Direct/Indirect % Ownership
HUFF, RICK, ALLEN FOUNDER 08/01/1997 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC PRESIDENT direct 1997-08-01
MONEYWISE INC VICE PRESIDENT COMMUNICATIONS direct 1997-08-01 2014-03-18
BENGDS, JOEL, ERIK VICE PRESIDENT 07/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT direct 2007-07-01
MONEYWISE INC VICE PRESIDENT INVESTMENTS direct 2007-07-01
VICTOR, JUSTIN, MILES VICE PRESIDENT 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC VICE PRESIDENT OF PLANNING direct 2012-07-01
ESKRIDGE, JOSEPH, DIXON PRESIDENT / CHIEF COMPLIANCE OFFICER 07/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MONEYWISE INC CHIEF OPERATING OFFICER direct 2012-07-01
MONEYWISE INC CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER direct 2012-07-01

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