MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.1M
3
+$1.47M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$780K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$608K

Top Sells

1
+$242K
2
+$230K
3
+$136K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$62.1K
5
IYW icon
iShares US Technology ETF
IYW
+$62K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+7
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25
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236
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237
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$1K ﹤0.01%
100
242
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246
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247
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32
-5
248
$1K ﹤0.01%
+19
249
$1K ﹤0.01%
+13
250
$1K ﹤0.01%
+4
8 9
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