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
$128M
AUM Growth
+$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$1.05M
3 +$953K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$387K
5
VV icon
Vanguard Large-Cap ETF
VV
+$153K

Top Sells

1 +$88.1K
2 +$51.8K
3 +$50.5K
4
VAW icon
Vanguard Materials ETF
VAW
+$48.9K
5
VUG icon
Vanguard Growth ETF
VUG
+$48.8K

Sector Composition

1 Technology 0.34%
2 Industrials 0.34%
3 Financials 0.25%
4 Healthcare 0.17%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$91K 0.07%
1,702
+10
27
$70.8K 0.06%
869
28
$68.2K 0.05%
532
29
$57.6K 0.05%
179
30
$53.6K 0.04%
417
31
$52.9K 0.04%
572
32
$52.3K 0.04%
452
33
$44.5K 0.03%
554
34
$43.6K 0.03%
576
35
$41K 0.03%
260
36
$34.9K 0.03%
+118
37
$31.2K 0.02%
+708
38
$29.1K 0.02%
486
39
$25.7K 0.02%
200
40
$24.6K 0.02%
195
41
$22.6K 0.02%
410
42
$22.4K 0.02%
403
-40
43
$22.3K 0.02%
437
44
$21.7K 0.02%
+1,000
45
$20.8K 0.02%
175
46
$15.1K 0.01%
+181
47
$13.9K 0.01%
115
48
$13.5K 0.01%
210
49
$12.8K 0.01%
275
50
$11.5K 0.01%
210