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
$111M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$661K
3
+$20.6K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$7.94K

Top Sells

1
+$1.69M
2
+$605K
3
+$476K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$360K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$59.2K

Sector Composition

1 Industrials 0.32%
2 Financials 0.26%
3 Consumer Staples 0.21%
4 Technology 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.82K 0.01%
413
52
$6.99K 0.01%
50
53
$6.43K 0.01%
174
54
$5.77K 0.01%
222
55
$5.14K ﹤0.01%
320
56
$4.96K ﹤0.01%
54
57
$4.46K ﹤0.01%
125
58
$3.84K ﹤0.01%
426
59
$3.06K ﹤0.01%
20
60
$2.94K ﹤0.01%
100
61
$2.27K ﹤0.01%
258
62
$1.13K ﹤0.01%
60
63
$317 ﹤0.01%
15
64
$223 ﹤0.01%
3
65
$21 ﹤0.01%
25
66
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-32
67
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-350
68
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-81
69
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-50
70
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-446
71
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-585
72
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-337
73
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74
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-1,086
75
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-80
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3
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