MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+0.55%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(+1.2%)
Cap. Flow
+$819K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
96.82%
Holding
71
New
7
Increased
5
Reduced
12
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$161K |
| 2 |
Procter & Gamble
PG
|
$44.8K |
| 3 |
Vanguard Value ETF
VTV
|
$36.1K |
| 4 |
Vanguard Growth ETF
VUG
|
$35.3K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$28.7K |
Sector Composition
| 1 | Technology | 0.38% |
| 2 | Industrials | 0.27% |
| 3 | Financials | 0.27% |
| 4 | Utilities | 0.2% |
| 5 | Consumer Staples | 0.19% |
