MGW

MB Generational Wealth Portfolio holdings

AUM $157M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$400K
3
+$370K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$363K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$338K

Top Sells

1
+$1.11M
2
+$549K
3
+$401K
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$386K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$381K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.2K 0.06%
16,916
52
– –
-1,925
53
– –
-11,034
54
– –
-6,289
55
– –
-1,015
56
– –
-1,077
1 2
3