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
$270M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Sells

1 +$4.23M
2 +$1.99M
3 +$405K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$217K
5
BDX icon
Becton Dickinson
BDX
+$145K

Sector Composition

1 Technology 0.24%
2 Financials 0.14%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Utilities 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$28.4K 0.01%
131
52
$27.4K 0.01%
173
53
$26.7K 0.01%
+990
54
$26.2K 0.01%
299
55
$22.9K 0.01%
223
56
$20.6K 0.01%
99
57
$20K 0.01%
334
58
$19K 0.01%
135
59
$18.9K 0.01%
299
60
$18.6K 0.01%
562
61
$18K 0.01%
231
62
$17.9K 0.01%
+100
63
$17.1K 0.01%
400
64
$16.7K 0.01%
276
65
$16.7K 0.01%
36
66
$16.7K 0.01%
100
-300
67
$16.6K 0.01%
275
68
$16.4K 0.01%
339
69
$16.1K 0.01%
325
70
$15.5K 0.01%
100
71
$14.6K 0.01%
58
72
$13.6K 0.01%
251
73
$13.5K 0.01%
110
74
$12.5K ﹤0.01%
262
75
$12.5K ﹤0.01%
73