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
$111M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
76
-4,346