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
$260M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$174K
2 +$47.4K
3 +$27.1K
4
USB icon
US Bancorp
USB
+$16.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.96K

Sector Composition

1 Technology 0.29%
2 Financials 0.18%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$22.6K 0.01%
+69
52
$22K 0.01%
231
53
$21K 0.01%
+99
54
$20.6K 0.01%
+334
55
$20.6K 0.01%
400
56
$19.3K 0.01%
+275
57
$18.7K 0.01%
+244
58
$18.4K 0.01%
+223
59
$18.1K 0.01%
+562
60
$18K 0.01%
+299
61
$17.9K 0.01%
98
62
$17.1K 0.01%
+30
63
$16.9K 0.01%
+100
64
$16.3K 0.01%
+299
65
$15.9K 0.01%
+135
66
$15.8K 0.01%
+339
67
$15.4K 0.01%
276
68
$15.3K 0.01%
325
69
$14.9K 0.01%
+119
70
$14.1K 0.01%
+72
71
$13.4K 0.01%
+36
72
$13K 0.01%
+251
73
$12.8K ﹤0.01%
+262
74
$12.5K ﹤0.01%
110
75
$12.2K ﹤0.01%
+58