MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+9.83%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+8%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-1.38%
Top 10 Holdings %
Top 10 Hldgs %
96.95%
Holding
77
New
2
Increased
4
Reduced
11
Closed
12
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.26M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$661K |
| 3 |
Principal Financial Group
PFG
|
$20.6K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$10K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$7.94K |
Top Sells
Sector Composition
| 1 | Industrials | 0.32% |
| 2 | Financials | 0.26% |
| 3 | Consumer Staples | 0.21% |
| 4 | Technology | 0.21% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
| – | – |
-4,346
| Closed | -$360K |
|