MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.01K ﹤0.01%
724
227
$5.87K ﹤0.01%
69
-20
228
$5.86K ﹤0.01%
268
229
$5.84K ﹤0.01%
83
230
$5.71K ﹤0.01%
51
231
$5.59K ﹤0.01%
+25
232
$5.57K ﹤0.01%
81
233
$5.52K ﹤0.01%
+153
234
$5.45K ﹤0.01%
14
235
$5.29K ﹤0.01%
58
236
$5.28K ﹤0.01%
500
-1,000
237
$4.82K ﹤0.01%
28
238
$4.68K ﹤0.01%
22
239
$4.58K ﹤0.01%
47
240
$4.5K ﹤0.01%
8
241
$4.48K ﹤0.01%
27
242
$4.47K ﹤0.01%
60
243
$4.44K ﹤0.01%
60
-4
244
$4.36K ﹤0.01%
200
245
$4.35K ﹤0.01%
8
246
$4.21K ﹤0.01%
194
247
$4.21K ﹤0.01%
50
248
$4.2K ﹤0.01%
17
249
$4.11K ﹤0.01%
67
250
$4.11K ﹤0.01%
20
8 9
10
11 12