MG

MilWealth Group Portfolio holdings

AUM $388M
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$661K
3
+$20.6K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.94K

Top Sells

1
+$1.69M
2
+$605K
3
+$476K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$360K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$59.2K

Sector Composition

1 Industrials 0.32%
2 Financials 0.26%
3 Consumer Staples 0.21%
4 Technology 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.7K 0.05%
689
-68
27
$50.6K 0.05%
179
28
$50K 0.04%
417
29
$40.9K 0.04%
554
30
$40.5K 0.04%
376
31
$39.9K 0.04%
452
32
$36.4K 0.03%
315
-153
33
$36.2K 0.03%
576
34
$34.7K 0.03%
91
35
$30.7K 0.03%
260
-365
36
$30K 0.03%
437
37
$27.1K 0.02%
544
-21
38
$26.2K 0.02%
486
39
$21.2K 0.02%
200
40
$20.6K 0.02%
+410
41
$18.9K 0.02%
175
42
$17.9K 0.02%
1,200
43
$17.4K 0.02%
200
44
$16.8K 0.02%
275
45
$15.3K 0.01%
25
46
$14.2K 0.01%
115
47
$11.6K 0.01%
136
48
$11K 0.01%
666
49
$10K 0.01%
+50
50
$9.38K 0.01%
793
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