MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+10.25%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+12%)
Cap. Flow
+$3.02M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
96.25%
Holding
62
New
–
Increased
6
Reduced
12
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.44M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$504K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$179K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$115K |
| 5 |
Vanguard Value ETF
VTV
|
$88.3K |
Sector Composition
| 1 | Technology | 0.23% |
| 2 | Financials | 0.12% |
| 3 | Healthcare | 0.11% |
| 4 | Utilities | 0.1% |
| 5 | Consumer Staples | 0.1% |
