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
$208M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.94M
3
+$1.8M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.5M
5
MSFT icon
Microsoft
MSFT
+$45.3K

Top Sells

1
+$3.28M
2
+$1.84M
3
+$1.78M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$197K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$174K

Sector Composition

1 Technology 0.29%
2 Financials 0.17%
3 Healthcare 0.11%
4 Utilities 0.1%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
110
52
$10.2K ﹤0.01%
76
-53
53
$8.31K ﹤0.01%
+67
54
$8.22K ﹤0.01%
50
55
$7.76K ﹤0.01%
+174
56
$7.66K ﹤0.01%
86
57
$4.8K ﹤0.01%
426
58
$1.98K ﹤0.01%
7
59
$1.11K ﹤0.01%
60
60
$978 ﹤0.01%
+70
61
$332 ﹤0.01%
15
62
$328 ﹤0.01%
3
63
$39 ﹤0.01%
+1
64
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65
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-200
66
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-40
67
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68
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-165
69
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70
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71
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-100
72
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