MGW
MB Generational Wealth Portfolio holdings
AUM
$134M
1-Year Return
3.34%
This Quarter Return
+7.65%
1 Year Return
+3.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$20.9M
(+20%)
Cap. Flow
-$106M
Cap. Flow
% of AUM
-82.97%
Top 10 Holdings %
Top 10 Hldgs %
79.67%
Holding
62
New
14
Increased
17
Reduced
20
Closed
1
Top Buys
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$80.6M |
| 2 |
iShares S&P 100 ETF
OEF
|
$25.4M |
| 3 |
iShares Global REIT ETF
REET
|
$2.58M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.43M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.19M |
