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
$259M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$181K
2
+$34.8K
3
+$33.1K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.27K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$220

Top Sells

1
+$422K
2
+$209K
3
+$104K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$83.1K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.6K

Sector Composition

1 Technology 0.19%
2 Communication Services 0.09%
3 Consumer Staples 0.07%
4 Industrials 0.07%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5K ﹤0.01%
76
52
$8.73K ﹤0.01%
93
-92
53
$8.28K ﹤0.01%
50
54
$2.97K ﹤0.01%
23
55
$403 ﹤0.01%
60
56
$298 ﹤0.01%
3
57
$109 ﹤0.01%
15
58
– –
-37
59
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-20
60
– –
-41
61
– –
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62
– –
-41
63
– –
-291
64
– –
-191
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