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
$302M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$1.91M
3
+$1.42M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$886K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$761K

Top Sells

1
+$678K
2
+$301K
3
+$139K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$75.7K
5
VUG icon
Vanguard Growth ETF
VUG
+$72.7K

Sector Composition

1 Technology 0.3%
2 Consumer Staples 0.07%
3 Communication Services 0.07%
4 Financials 0.06%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.2K 0.01%
250
52
$25.1K 0.01%
990
53
$18K 0.01%
100
54
$15.2K 0.01%
100
55
$12.8K ﹤0.01%
110
56
$11.1K ﹤0.01%
75
57
$11K ﹤0.01%
76
58
$9.09K ﹤0.01%
270
59
$7.84K ﹤0.01%
50
60
$994 ﹤0.01%
4
61
$501 ﹤0.01%
60
62
$289 ﹤0.01%
3
63
$140 ﹤0.01%
+1
64
$132 ﹤0.01%
15
65
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