MG

MilWealth Group Portfolio holdings

AUM $410M
1-Year Est. Return 8.91%
This Quarter Est. Return
1 Year Est. Return
+8.91%
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
151
$1.07K ﹤0.01%
9
-2
152
$1K ﹤0.01%
9
153
$965 ﹤0.01%
34
154
$852 ﹤0.01%
10
155
$650 ﹤0.01%
21
156
$537 ﹤0.01%
4
157
$351 ﹤0.01%
3
158
$323 ﹤0.01%
2
159
$318 ﹤0.01%
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