MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+0.27%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
(+1%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
0.78%
Top 10 Holdings %
Top 10 Hldgs %
92.49%
Holding
69
New
4
Increased
12
Reduced
12
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.14M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$208K |
| 3 |
Vanguard Value ETF
VTV
|
$87.6K |
| 4 |
Vanguard Growth ETF
VUG
|
$80K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$60.8K |
Sector Composition
| 1 | Technology | 0.27% |
| 2 | Industrials | 0.07% |
| 3 | Consumer Staples | 0.06% |
| 4 | Communication Services | 0.06% |
| 5 | Financials | 0.04% |
