MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
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
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

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%
+17
227
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228
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229
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+116
230
$1K ﹤0.01%
32
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231
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+19
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234
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236
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25
239
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240
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241
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+9
242
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100
245
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33
246
$1K ﹤0.01%
+12
247
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+7
248
$1K ﹤0.01%
+46
249
$1K ﹤0.01%
+44
250
$1K ﹤0.01%
+26
8 9
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