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
$260M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$4.2M
3
+$3.67M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$3.39M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.26M

Top Sells

1
+$174K
2
+$47.4K
3
+$27.1K
4
USB icon
US Bancorp
USB
+$16.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.96K

Sector Composition

1 Technology 0.29%
2 Financials 0.18%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9K ﹤0.01%
+90
77
$11.8K ﹤0.01%
73
+23
78
$11.2K ﹤0.01%
+69
79
$11.1K ﹤0.01%
+189
80
$10.8K ﹤0.01%
+24
81
$10.6K ﹤0.01%
76
82
$9.55K ﹤0.01%
+36
83
$9.16K ﹤0.01%
174
84
$8.58K ﹤0.01%
86
85
$8.43K ﹤0.01%
+181
86
$7.91K ﹤0.01%
+218
87
$7.81K ﹤0.01%
+77
88
$7.64K ﹤0.01%
+60
89
$7.27K ﹤0.01%
+150
90
$6.98K ﹤0.01%
+27
91
$6.9K ﹤0.01%
+64
92
$6.79K ﹤0.01%
+49
93
$6.68K ﹤0.01%
+43
94
$5.26K ﹤0.01%
+22
95
$5.25K ﹤0.01%
426
96
$4.97K ﹤0.01%
+15
97
$4.94K ﹤0.01%
+98
98
$4.52K ﹤0.01%
+12
99
$4.34K ﹤0.01%
+18
100
$4.19K ﹤0.01%
+5
2 3
4
5 6