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
126
$2.34K ﹤0.01%
38
127
$2.32K ﹤0.01%
31
128
$2.25K ﹤0.01%
30
129
$2.23K ﹤0.01%
61
130
$2.22K ﹤0.01%
20
131
$2.12K ﹤0.01%
9
132
$2.09K ﹤0.01%
20
133
$2.04K ﹤0.01%
48
134
$2.03K ﹤0.01%
196
135
$1.99K ﹤0.01%
70
136
$1.93K ﹤0.01%
7
137
$1.88K ﹤0.01%
9
138
$1.78K ﹤0.01%
42
139
$1.73K ﹤0.01%
17
140
$1.68K ﹤0.01%
94
141
$1.57K ﹤0.01%
17
142
$1.52K ﹤0.01%
57
143
$1.4K ﹤0.01%
24
144
$1.34K ﹤0.01%
7
145
$1.21K ﹤0.01%
4
146
$1.18K ﹤0.01%
27
147
$1.12K ﹤0.01%
13
148
$1.09K ﹤0.01%
24
149
$1.08K ﹤0.01%
60
150
$1.08K ﹤0.01%
3
4 5
6
7 8