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
101
$4K ﹤0.01%
+31
102
$3.83K ﹤0.01%
+9
103
$3.78K ﹤0.01%
+69
104
$3.69K ﹤0.01%
+33
105
$3.68K ﹤0.01%
+98
106
$3.65K ﹤0.01%
+19
107
$3.54K ﹤0.01%
+50
108
$3.35K ﹤0.01%
+27
109
$3.31K ﹤0.01%
+22
110
$3.19K ﹤0.01%
23
111
$3.04K ﹤0.01%
+5
112
$2.89K ﹤0.01%
+797
113
$2.78K ﹤0.01%
+62
114
$2.78K ﹤0.01%
+15
115
$2.78K ﹤0.01%
+40
116
$2.74K ﹤0.01%
+10
117
$2.72K ﹤0.01%
+24
118
$2.67K ﹤0.01%
+20
119
$2.67K ﹤0.01%
+16
120
$2.66K ﹤0.01%
+41
121
$2.66K ﹤0.01%
+403
122
$2.56K ﹤0.01%
+56
123
$2.55K ﹤0.01%
+44
124
$2.46K ﹤0.01%
+10
125
$2.43K ﹤0.01%
+19
3 4
5
6 7