MG
MilWealth Group Portfolio holdings
AUM
$388M
This Quarter Return
+2.79%
1 Year Return
+9.68%
3 Year Return
+29.42%
5 Year Return
+36.27%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+5.7%)
Cap. Flow
+$3.21M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
97.11%
Holding
67
New
2
Increased
8
Reduced
9
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$2.27M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$381K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$295K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$268K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$206K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$48.2K |
| 2 |
DuPont de Nemours
DD
|
$41.2K |
| 3 |
Vanguard Value ETF
VTV
|
$36.5K |
| 4 |
Boeing
BA
|
$34.7K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$19.7K |
Sector Composition
| 1 | Industrials | 0.27% |
| 2 | Financials | 0.27% |
| 3 | Technology | 0.21% |
| 4 | Healthcare | 0.2% |
| 5 | Consumer Staples | 0.2% |
