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
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.95K ﹤0.01%
5
227
$1.82K ﹤0.01%
16
228
$1.74K ﹤0.01%
25
229
$1.66K ﹤0.01%
+50
230
$1.56K ﹤0.01%
10
231
$1.55K ﹤0.01%
3
232
$1.54K ﹤0.01%
9
233
$1.37K ﹤0.01%
14
+13
234
$1.34K ﹤0.01%
32
235
$1.33K ﹤0.01%
58
236
$1.26K ﹤0.01%
+60
237
$1.25K ﹤0.01%
20
238
$1.25K ﹤0.01%
+13
239
$1.14K ﹤0.01%
20
240
$1.12K ﹤0.01%
8
241
$992 ﹤0.01%
+28
242
$968 ﹤0.01%
+101
243
$752 ﹤0.01%
+16
244
$751 ﹤0.01%
+52
245
$743 ﹤0.01%
90
246
$609 ﹤0.01%
+50
247
$607 ﹤0.01%
5
248
$557 ﹤0.01%
5
249
$553 ﹤0.01%
+20
250
$523 ﹤0.01%
260
8 9
10
11 12