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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.85K ﹤0.01%
+73
227
$5.71K ﹤0.01%
120
228
$5.64K ﹤0.01%
+34
229
$5.49K ﹤0.01%
38
230
$5.42K ﹤0.01%
+91
231
$5.26K ﹤0.01%
+139
232
$5.25K ﹤0.01%
+268
233
$5.17K ﹤0.01%
64
234
$5.1K ﹤0.01%
51
235
$4.94K ﹤0.01%
+28
236
$4.91K ﹤0.01%
+8
237
$4.85K ﹤0.01%
+724
238
$4.65K ﹤0.01%
60
239
$4.62K ﹤0.01%
27
240
$4.54K ﹤0.01%
+58
241
$4.48K ﹤0.01%
+9
242
$4.47K ﹤0.01%
+32
243
$4.38K ﹤0.01%
+8
244
$4.33K ﹤0.01%
+67
245
$4.32K ﹤0.01%
50
246
$4.22K ﹤0.01%
+17
247
$4.12K ﹤0.01%
200
248
$4.04K ﹤0.01%
60
249
$3.96K ﹤0.01%
+8
250
$3.94K ﹤0.01%
+22
8 9
10
11 12