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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$17M
3
+$15.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.9M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.31%
2 Financials 0.26%
3 Technology 0.24%
4 Consumer Staples 0.2%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4K 0.01%
+136
52
$10.4K 0.01%
+793
53
$9.52K 0.01%
+50
54
$9.1K 0.01%
+25
55
$8.2K 0.01%
+80
56
$8.17K 0.01%
+413
57
$8K 0.01%
+337
58
$6.45K 0.01%
+50
59
$5.6K 0.01%
+222
60
$5.16K 0.01%
+174
61
$4.4K ﹤0.01%
+54
62
$4.26K ﹤0.01%
+125
63
$4.18K ﹤0.01%
+320
64
$3.56K ﹤0.01%
+426
65
$2.88K ﹤0.01%
+100
66
$2.77K ﹤0.01%
+135
67
$2.68K ﹤0.01%
+20
68
$1.97K ﹤0.01%
+258
69
$1K ﹤0.01%
+81
70
$970 ﹤0.01%
+60
71
$779 ﹤0.01%
+32
72
$265 ﹤0.01%
+15
73
$193 ﹤0.01%
+3
74
$21 ﹤0.01%
+25
1 2
3