MG

MilWealth Group Portfolio holdings

AUM $410M
1-Year Est. Return 8.91%
This Quarter Est. Return
1 Year Est. Return
+8.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
-$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$564K
2
+$498K
3
+$397K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$386K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$378K

Top Sells

1
+$397K
2
+$187K
3
+$176K
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$165K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$157K

Sector Composition

1 Technology 0.22%
2 Financials 0.14%
3 Industrials 0.07%
4 Consumer Staples 0.05%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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