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
$252M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$39.1K
2
+$20.9K
3
+$20.6K
4
DD icon
DuPont de Nemours
DD
+$2.94K
5
CTVA icon
Corteva
CTVA
+$2.47K

Top Sells

1
+$452K
2
+$433K
3
+$396K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$361K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$360K

Sector Composition

1 Technology 0.17%
2 Communication Services 0.09%
3 Consumer Staples 0.09%
4 Industrials 0.08%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5K 0.01%
185
-46
52
$11.7K ﹤0.01%
110
53
$10.3K ﹤0.01%
100
54
$10.2K ﹤0.01%
76
55
$7.75K ﹤0.01%
50
56
$3.19K ﹤0.01%
23
57
$2.94K ﹤0.01%
+41
58
$2.47K ﹤0.01%
+41
59
$2.25K ﹤0.01%
+41
60
$1.1K ﹤0.01%
+37
61
$599 ﹤0.01%
+20
62
$512 ﹤0.01%
60
63
$313 ﹤0.01%
3
64
$143 ﹤0.01%
15
65
– –
-34
66
– –
-10
1 2
3