MG

MilWealth Group Portfolio holdings

AUM $363M
AUM
$363M
AUM Growth
-$3.39M
Cap. Flow
+$2.01M
Cap. Flow %
0.55%
Top 10 Hldgs %
91.26%
Holding
97
New
Increased
11
Reduced
17
Closed
28
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$23.9K0.01%256
$21.6K0.01%500
-55
-10%
-$2.38K
$19.5K0.01%633
$19K0.01%100
$18.6K0.01%100
$14.6K0%185
-1,262
-87%
-$99.6K
$13.9K0%110
$11.3K0%270
$10.9K0%75
$10.5K0%148
$9.7K0%89
$9.28K0%58
$8.29K0%50
$1.04K0%4
$3570%60
$2950%3
$1550%1
-867
-100%
-$134K
$940%15
$00%0
-40
Closed
$00%0
-200
Closed
$00%0
-335
Closed
$00%0
-2,250
Closed
$00%0
-2,010
Closed
$00%0
-798
Closed
$00%0