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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.98K ﹤0.01%
+244
227
$2.81K ﹤0.01%
+9
228
$2.79K ﹤0.01%
26
-6,887
229
$2.63K ﹤0.01%
+26
230
$2.6K ﹤0.01%
+100
231
$2.5K ﹤0.01%
20
232
$2.48K ﹤0.01%
+28
233
$2.47K ﹤0.01%
+52
234
$2.45K ﹤0.01%
5
235
$2.44K ﹤0.01%
+3
236
$2.31K ﹤0.01%
+29
237
$2.3K ﹤0.01%
+22
238
$2.22K ﹤0.01%
+169
239
$2.22K ﹤0.01%
+150
240
$2.05K ﹤0.01%
5
241
$1.98K ﹤0.01%
+12
242
$1.96K ﹤0.01%
+40
243
$1.95K ﹤0.01%
83
244
$1.95K ﹤0.01%
12
245
$1.92K ﹤0.01%
+12
246
$1.79K ﹤0.01%
3
247
$1.74K ﹤0.01%
+126
248
$1.69K ﹤0.01%
+8
249
$1.58K ﹤0.01%
16
+15
250
$1.58K ﹤0.01%
+3
8 9
10
11 12