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
$119M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$243K
3
+$186K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$83.4K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$51.8K

Top Sells

1
+$161K
2
+$44.8K
3
+$36.1K
4
VUG icon
Vanguard Growth ETF
VUG
+$35.3K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$28.6K

Sector Composition

1 Technology 0.38%
2 Industrials 0.27%
3 Financials 0.27%
4 Utilities 0.2%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74K 0.06%
532
-20
27
$67.5K 0.06%
869
28
$53.1K 0.04%
179
29
$51.8K 0.04%
+884
30
$51.7K 0.04%
572
-117
31
$49.8K 0.04%
417
32
$48.9K 0.04%
+387
33
$46.8K 0.04%
452
34
$42.5K 0.04%
576
35
$41.6K 0.03%
554
36
$36.1K 0.03%
260
37
$27.3K 0.02%
486
38
$25.8K 0.02%
200
39
$23.4K 0.02%
410
40
$22.7K 0.02%
195
41
$21.7K 0.02%
437
42
$19.8K 0.02%
175
43
$19.7K 0.02%
443
-101
44
$15K 0.01%
210
45
$13.6K 0.01%
115
46
$12.9K 0.01%
275
47
$11.4K 0.01%
666
48
$10.4K 0.01%
50
49
$10K 0.01%
210
50
$9.87K 0.01%
110
-90
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