MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
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%
+12
227
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+46
228
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+44
229
$1K ﹤0.01%
+26
230
$1K ﹤0.01%
+26
231
$1K ﹤0.01%
+15
232
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+7
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+9
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235
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+41
236
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+3
237
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+45
238
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240
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+20
241
$1K ﹤0.01%
+13
242
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25
245
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+9
246
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247
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+9
248
$1K ﹤0.01%
+3
249
$1K ﹤0.01%
100
250
$1K ﹤0.01%
+116
8 9
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