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 416 clients and discretionary assets under management (AUM) of $250,300,000 (Form ADV from 2018-01-01). Their last reported 13F filing for Q4 2019 included $132,902,000 in managed 13F securities and a top 10 holdings concentration of 72.89%. Moneywise's largest holding is Schwab U.S. Large-Cap ETF with shares held of 280,020. Moneywise has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $132.902 Million
  • Prior Market Value $123.861 Million
  • New Purchases5 stocks
  • Additional Purchases15 stocks
  • Sold out of4 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 72.89 %
  • Turnover % [1]:22.50%
  • Turnover Alt % [2]: 8.97 %
  • Time Held Top20:9.40 quarters
  • Time Held Top10:8.90 quarters
  • Time Held All:9.60 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 3.73%
Performance Last 4 Quarters: 8.52%
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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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)

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:
Total Number of Clients: 416
Amount of client funds and securities by related persons: 201,952,000
Total Number of clients from related persons: 465
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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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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