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
$254M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$847K
2
+$705K
3
+$673K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$594K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$391K

Top Sells

1
+$91.4K
2
+$90.6K
3
+$49.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$46.8K
5
DVY icon
iShares Select Dividend ETF
DVY
+$30K

Sector Composition

1 Technology 0.31%
2 Consumer Staples 0.09%
3 Communication Services 0.07%
4 Financials 0.06%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101K 0.04%
3,052
27
$93.9K 0.04%
618
28
$88.5K 0.03%
4,194
+1,076
29
$88.1K 0.03%
869
30
$79.9K 0.03%
992
+221
31
$79.5K 0.03%
186
+43
32
$78.7K 0.03%
459
33
$70.2K 0.03%
2,928
+122
34
$62.6K 0.02%
1,169
35
$56.6K 0.02%
417
36
$52.4K 0.02%
487
-279
37
$47.4K 0.02%
150
-42
38
$43.5K 0.02%
385
39
$41.3K 0.02%
118
40
$37.9K 0.01%
555
+462
41
$36.7K 0.01%
+516
42
$36.5K 0.01%
+787
43
$33.5K 0.01%
165
44
$32.4K 0.01%
226
45
$31.7K 0.01%
573
+288
46
$30.8K 0.01%
300
47
$26.4K 0.01%
388
-188
48
$26.4K 0.01%
851
49
$26.3K 0.01%
+460
50
$25.5K 0.01%
+250
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