MGW
MB Generational Wealth Portfolio holdings
AUM
$134M
This Quarter Return
+11.38%
1 Year Return
+3.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.71%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$17.7M |
| 2 |
Dimensional US High Profitability ETF
DUHP
|
$13.3M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$12.1M |
| 4 |
Dimensional International Small Cap Value ETF
DISV
|
$10.5M |
| 5 |
iShares S&P 100 ETF
OEF
|
$10.5M |
Top Sells
No sells this quarter
