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
$260M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.2M
3
+$3.67M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$3.39M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.26M

Top Sells

1
+$174K
2
+$47.4K
3
+$27.1K
4
USB icon
US Bancorp
USB
+$16.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.96K

Sector Composition

1 Technology 0.29%
2 Financials 0.18%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$165K 0.06%
1,869
27
$145K 0.06%
606
28
$130K 0.05%
1,131
29
$127K 0.05%
1,041
30
$85K 0.03%
869
31
$76.9K 0.03%
179
32
$75.4K 0.03%
+459
33
$73.8K 0.03%
555
+23
34
$71.9K 0.03%
1,313
35
$66.9K 0.03%
417
36
$65.7K 0.03%
400
+300
37
$59.2K 0.02%
210
+18
38
$49K 0.02%
452
39
$46.1K 0.02%
+921
40
$44.8K 0.02%
165
41
$43.5K 0.02%
+835
42
$38.5K 0.01%
1,052
43
$36.6K 0.01%
118
-16
44
$36.5K 0.01%
859
45
$36.4K 0.01%
576
46
$33.6K 0.01%
301
47
$30.9K 0.01%
300
48
$29.2K 0.01%
+131
49
$28.6K 0.01%
+594
50
$28.3K 0.01%
+173
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