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
$270M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$1.23M
3
+$1.18M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$739K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Top Sells

1
+$4.23M
2
+$1.99M
3
+$405K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$217K
5
BDX icon
Becton Dickinson
BDX
+$145K

Sector Composition

1 Technology 0.24%
2 Financials 0.14%
3 Industrials 0.11%
4 Consumer Staples 0.1%
5 Utilities 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.4K ﹤0.01%
76
77
$11.1K ﹤0.01%
189
78
$10.5K ﹤0.01%
36
79
$10K ﹤0.01%
69
80
$9.98K ﹤0.01%
150
81
$9.54K ﹤0.01%
181
82
$9.04K ﹤0.01%
77
83
$8.67K ﹤0.01%
64
84
$8.38K ﹤0.01%
218
85
$7.06K ﹤0.01%
60
86
$6.55K ﹤0.01%
22
87
$6.06K ﹤0.01%
98
88
$5.86K ﹤0.01%
43
89
$5.67K ﹤0.01%
31
90
$5.39K ﹤0.01%
15
91
$4.94K ﹤0.01%
88
-86
92
$4.83K ﹤0.01%
18
93
$4.75K ﹤0.01%
426
94
$4.58K ﹤0.01%
5
95
$4.4K ﹤0.01%
+38
96
$4.26K ﹤0.01%
69
97
$4.25K ﹤0.01%
9
98
$4.11K ﹤0.01%
23
99
$3.97K ﹤0.01%
27
100
$3.94K ﹤0.01%
33
2 3
4
5 6