MG

MilWealth Group Portfolio holdings

AUM $363M
AUM
$363M
AUM Growth
-$3.39M
Cap. Flow
+$2.01M
Cap. Flow %
0.55%
Top 10 Hldgs %
91.26%
Holding
97
New
Increased
11
Reduced
17
Closed
28
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-454
Closed
$00%0
-263
Closed
$00%0
-37
Closed
$00%0
-12
Closed
$00%0
-750
Closed
$00%0
-255
Closed
$00%0
-534
Closed
$00%0
-2,515
Closed
$00%0
-640
Closed
$00%0
-3,956
Closed
$00%0
-200
Closed
$00%0
-253
Closed
$00%0
-453
Closed
$00%0
-658
Closed
$00%0
-3,944
Closed
$00%0
-1,186
Closed
$00%0
-200
Closed
$00%0
-1,052
Closed
$00%0
-205
Closed
$00%0
-717
Closed
$00%0
-2,136
Closed
$00%0
-9
Closed