MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
-9.83%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.8%
Holding
75
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$29.1M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$17M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$15.6M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$13.9M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$12.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.31% |
| 2 | Financials | 0.26% |
| 3 | Technology | 0.24% |
| 4 | Consumer Staples | 0.2% |
| 5 | Healthcare | 0.18% |
