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
$259M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$34.8K
3
+$33.1K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.27K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$220

Top Sells

1
+$422K
2
+$209K
3
+$104K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$83.1K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.6K

Sector Composition

1 Technology 0.19%
2 Communication Services 0.09%
3 Consumer Staples 0.07%
4 Industrials 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$97.6K 0.04%
618
-131
27
$93.3K 0.04%
869
28
$86.7K 0.03%
766
29
$81.8K 0.03%
459
30
$69.1K 0.03%
2,806
31
$68.7K 0.03%
3,118
32
$68K 0.03%
771
-49
33
$65.6K 0.03%
1,169
34
$65.4K 0.03%
192
35
$63.4K 0.02%
143
-19
36
$58.7K 0.02%
417
37
$48.6K 0.02%
385
38
$41.9K 0.02%
576
39
$40.2K 0.02%
118
40
$34.9K 0.01%
165
41
$34.2K 0.01%
300
42
$33.7K 0.01%
226
43
$27.7K 0.01%
851
44
$24.6K 0.01%
859
45
$24K 0.01%
990
46
$16.5K 0.01%
100
47
$15.6K 0.01%
285
48
$14.2K 0.01%
276
49
$13K 0.01%
100
50
$12.1K ﹤0.01%
110
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