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
126
$2.42K ﹤0.01%
+16
127
$2.39K ﹤0.01%
+16
128
$2.35K ﹤0.01%
+31
129
$2.35K ﹤0.01%
+6
130
$2.34K ﹤0.01%
+14
131
$2.33K ﹤0.01%
+12
132
$2.29K ﹤0.01%
+12
133
$2.25K ﹤0.01%
+20
134
$2.23K ﹤0.01%
+32
135
$2.17K ﹤0.01%
+8
136
$2.15K ﹤0.01%
+70
137
$2.13K ﹤0.01%
+38
138
$2.12K ﹤0.01%
+30
139
$2.08K ﹤0.01%
+48
140
$2.02K ﹤0.01%
+196
141
$1.98K ﹤0.01%
+61
142
$1.91K ﹤0.01%
+9
143
$1.9K ﹤0.01%
+20
144
$1.8K ﹤0.01%
+17
145
$1.78K ﹤0.01%
7
146
$1.66K ﹤0.01%
+24
147
$1.62K ﹤0.01%
+7
148
$1.6K ﹤0.01%
+22
149
$1.6K ﹤0.01%
+5
150
$1.56K ﹤0.01%
+9
4 5
6
7 8