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
$233M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.17%
2 Utilities 0.1%
3 Financials 0.09%
4 Consumer Staples 0.09%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-99
77
-173
78
-299
79
-7