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
$341M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.02M
3
+$803K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$746K
5
VV icon
Vanguard Large-Cap ETF
VV
+$554K

Top Sells

1
+$98.7K
2
+$53.1K
3
+$31.9K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.11K

Sector Composition

1 Technology 0.27%
2 Industrials 0.06%
3 Communication Services 0.06%
4 Consumer Staples 0.06%
5 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.7K 0.01%
185
+1
52
$22.5K 0.01%
256
53
$20.1K 0.01%
100
54
$19.6K 0.01%
633
55
$18.6K 0.01%
100
56
$14.5K ﹤0.01%
110
57
$12.2K ﹤0.01%
75
58
$10.7K ﹤0.01%
270
59
$9.69K ﹤0.01%
58
60
$9.66K ﹤0.01%
148
61
$8.56K ﹤0.01%
89
62
$8.1K ﹤0.01%
50
63
$1.05K ﹤0.01%
4
64
$502 ﹤0.01%
60
65
$293 ﹤0.01%
3
66
$167 ﹤0.01%
1
67
$134 ﹤0.01%
15
68
– –
0
1 2
3