MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+2.63%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+3.1%)
Cap. Flow
+$695K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
96.18%
Holding
72
New
15
Increased
5
Reduced
14
Closed
9
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$2.78M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.94M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.8M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.5M |
| 5 |
Microsoft
MSFT
|
$45.3K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$3.28M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$1.84M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.78M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$197K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$174K |
Sector Composition
| 1 | Technology | 0.29% |
| 2 | Financials | 0.17% |
| 3 | Healthcare | 0.11% |
| 4 | Utilities | 0.1% |
| 5 | Industrials | 0.1% |
