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
$208M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.94M
3
+$1.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.5M
5
MSFT icon
Microsoft
MSFT
+$45.3K

Top Sells

1
+$3.28M
2
+$1.84M
3
+$1.78M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$197K
5
VSS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$129K 0.06%
1,131
-144
27
$85.6K 0.04%
869
28
$71.7K 0.03%
1,313
29
$71K 0.03%
179
30
$67.8K 0.03%
532
31
$66.5K 0.03%
417
32
$53.8K 0.03%
452
33
$45.3K 0.02%
+192
34
$43.6K 0.02%
331
-41
35
$38.2K 0.02%
576
36
$35.6K 0.02%
+301
37
$35K 0.02%
+165
38
$34.9K 0.02%
+1,052
39
$34.2K 0.02%
134
+84
40
$33.2K 0.02%
+859
41
$24.6K 0.01%
410
42
$24.4K 0.01%
+400
43
$23.6K 0.01%
+300
44
$21.1K 0.01%
+965
45
$20.9K 0.01%
+576
46
$20.6K 0.01%
+903
47
$19.4K 0.01%
325
48
$17.4K 0.01%
98
-45
49
$15.5K 0.01%
100
50
$13.6K 0.01%
+276
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