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
$270M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.23M
3
+$1.18M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$739K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Top Sells

1
+$4.23M
2
+$1.99M
3
+$405K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$217K
5
BDX icon
Becton Dickinson
BDX
+$145K

Sector Composition

1 Technology 0.24%
2 Financials 0.14%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Utilities 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$212K 0.08%
1,295
-166
27
$181K 0.07%
1,869
28
$177K 0.07%
3,160
-1,080
29
$139K 0.05%
1,131
30
$91.9K 0.03%
869
31
$85.1K 0.03%
179
32
$78.5K 0.03%
459
33
$72.1K 0.03%
1,313
34
$70.6K 0.03%
210
35
$69.3K 0.03%
417
36
$58.5K 0.02%
+2,264
37
$46.9K 0.02%
452
38
$46.3K 0.02%
835
39
$45.6K 0.02%
921
40
$43.2K 0.02%
300
41
$41.9K 0.02%
165
42
$41.3K 0.02%
226
+128
43
$40.1K 0.01%
118
44
$38.2K 0.01%
859
45
$38.1K 0.01%
576
46
$37.8K 0.01%
1,052
47
$36.2K 0.01%
301
48
$31.1K 0.01%
285
-756
49
$31K 0.01%
+851
50
$29.1K 0.01%
594
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