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
151
$1.56K ﹤0.01%
+57
152
$1.53K ﹤0.01%
+42
153
$1.5K ﹤0.01%
+94
154
$1.47K ﹤0.01%
+17
155
$1.24K ﹤0.01%
+22
156
$1.24K ﹤0.01%
+11
157
$1.12K ﹤0.01%
+13
158
$1.08K ﹤0.01%
+34
159
$1.06K ﹤0.01%
+27
160
$1.06K ﹤0.01%
+4
161
$1.05K ﹤0.01%
60
162
$1.04K ﹤0.01%
+3
163
$1K ﹤0.01%
+24
164
$960 ﹤0.01%
+10
165
$956 ﹤0.01%
+11
166
$850 ﹤0.01%
+9
167
$787 ﹤0.01%
+3
168
$708 ﹤0.01%
+21
169
$654 ﹤0.01%
+165
170
$547 ﹤0.01%
+4
171
$331 ﹤0.01%
3
172
$303 ﹤0.01%
15
173
$275 ﹤0.01%
+2
174
$240 ﹤0.01%
+1
175
$197 ﹤0.01%
+8
4 5 6
7
8