MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+4.82%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+7.3%)
Cap. Flow
+$4.2M
Cap. Flow
% of AUM
2.32%
Top 10 Holdings %
Top 10 Hldgs %
96.21%
Holding
69
New
–
Increased
7
Reduced
15
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.05M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$888K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$627K |
| 4 |
Vanguard Value ETF
VTV
|
$328K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$203K |
Sector Composition
| 1 | Technology | 0.25% |
| 2 | Consumer Staples | 0.12% |
| 3 | Utilities | 0.12% |
| 4 | Healthcare | 0.12% |
| 5 | Financials | 0.11% |
