MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+6.89%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$388M
AUM Growth
+$388M
(+7%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
91.05%
Holding
68
New
–
Increased
9
Reduced
17
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.11M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$969K |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$437K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$144K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$96.6K |
Top Sells
Sector Composition
| 1 | Technology | 0.2% |
| 2 | Financials | 0.11% |
| 3 | Industrials | 0.08% |
| 4 | Consumer Staples | 0.05% |
| 5 | Communication Services | 0.04% |
