MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+5.65%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+7.6%)
Cap. Flow
+$6.14M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
92.51%
Holding
68
New
2
Increased
12
Reduced
8
Closed
–
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$98.7K |
| 2 |
Vanguard Value ETF
VTV
|
$53.1K |
| 3 |
Gartner
IT
|
$31.9K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$11.9K |
| 5 |
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% |
