MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.65M
3
+$1.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.15M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.05M

Top Sells

1
+$280K
2
+$195K
3
+$180K
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$85.4K
5
NVDA icon
NVIDIA
NVDA
+$84.4K

Sector Composition

1 Technology 1.55%
2 Consumer Discretionary 0.45%
3 Financials 0.33%
4 Energy 0.33%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.43K ﹤0.01%
+13
227
$1.43K ﹤0.01%
+5
228
$1.41K ﹤0.01%
+7
229
$1.41K ﹤0.01%
+14
230
$1.4K ﹤0.01%
+6
231
$1.39K ﹤0.01%
+52
232
$1.38K ﹤0.01%
+18
233
$1.36K ﹤0.01%
+14
234
$1.36K ﹤0.01%
90
235
$1.35K ﹤0.01%
+10
236
$1.33K ﹤0.01%
+14
237
$1.33K ﹤0.01%
+8
238
$1.31K ﹤0.01%
+134
239
$1.29K ﹤0.01%
+27
240
$1.29K ﹤0.01%
+16
241
$1.28K ﹤0.01%
83
242
$1.28K ﹤0.01%
+55
243
$1.28K ﹤0.01%
+37
244
$1.25K ﹤0.01%
+42
245
$1.24K ﹤0.01%
+6
246
$1.23K ﹤0.01%
+5
247
$1.22K ﹤0.01%
+20
248
$1.21K ﹤0.01%
+34
249
$1.21K ﹤0.01%
+21
250
$1.2K ﹤0.01%
+7
8 9
10
11 12