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
176
– –
-119
177
– –
-22
178
– –
-30
179
– –
-27
180
– –
-72
181
– –
-1
182
– –
-49
4 5 6 7
8