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
$129M
AUM Growth
+$808K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.95M
3
+$5.49M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$3.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.84M

Top Sells

1
+$7.17M
2
+$549K
3
+$531K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$224K
5
AOS icon
A.O. Smith
AOS
+$105K

Sector Composition

1 Technology 0.31%
2 Industrials 0.18%
3 Utilities 0.15%
4 Healthcare 0.15%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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