MG
MilWealth Group Portfolio holdings
AUM $363M
AUM
$363M
AUM Growth
-$3.39M (-0.9%)
Cap. Flow
+$2.01M
Cap. Flow % of AUM
0.55%
Top 10 Holdings %Top 10 Hldgs %
91.26%
Holding
97
New
–
Increased
11
Reduced
17
Closed
28
Top Buys
1 | $564K | |
2 | $498K | |
3 | $397K | |
4 | $386K | |
5 | $378K |
Top Sells
1 | $176K | |
2 | $165K | |
3 | $134K | |
4 | $101K | |
5 | $99.6K |
Sector Composition
1 | Technology | 0.22% |
2 | Financials | 0.14% |
3 | Industrials | 0.07% |
4 | Consumer Staples | 0.05% |
5 | Communication Services | 0.05% |