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
101
$3.94K ﹤0.01%
12
102
$3.83K ﹤0.01%
98
103
$3.8K ﹤0.01%
56
104
$3.7K ﹤0.01%
22
105
$3.66K ﹤0.01%
50
106
$3.58K ﹤0.01%
19
107
$3.28K ﹤0.01%
40
108
$3.15K ﹤0.01%
15
109
$3.11K ﹤0.01%
24
110
$3.08K ﹤0.01%
41
111
$3.06K ﹤0.01%
5
112
$3.01K ﹤0.01%
6
113
$2.96K ﹤0.01%
10
114
$2.93K ﹤0.01%
12
115
$2.93K ﹤0.01%
16
116
$2.9K ﹤0.01%
20
117
$2.87K ﹤0.01%
62
118
$2.86K ﹤0.01%
14
119
$2.72K ﹤0.01%
32
120
$2.68K ﹤0.01%
12
121
$2.67K ﹤0.01%
16
122
$2.62K ﹤0.01%
797
123
$2.59K ﹤0.01%
44
124
$2.48K ﹤0.01%
19
125
$2.37K ﹤0.01%
403
3 4
5
6 7