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

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
-20
60
-41
61
-41
62
-41
63
-291
64
-191