MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+4.76%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$252M
AUM Growth
+$252M
(+3.4%)
Cap. Flow
-$3.15M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
94.47%
Holding
66
New
7
Increased
2
Reduced
15
Closed
2
Top Buys
| 1 |
Kimberly-Clark
KMB
|
$39.1K |
| 2 |
Exxon Mobil
XOM
|
$20.9K |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$20.6K |
| 4 |
DuPont de Nemours
DD
|
$2.94K |
| 5 |
Corteva
CTVA
|
$2.47K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$452K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$433K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$396K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$361K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$360K |
Sector Composition
| 1 | Technology | 0.17% |
| 2 | Communication Services | 0.09% |
| 3 | Consumer Staples | 0.09% |
| 4 | Industrials | 0.08% |
| 5 | Financials | 0.07% |
