MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.41K ﹤0.01%
10
-20
227
$3.34K ﹤0.01%
+16
228
$3.21K ﹤0.01%
65
229
$3.08K ﹤0.01%
+50
230
$3.02K ﹤0.01%
50
231
$2.73K ﹤0.01%
5
232
$2.67K ﹤0.01%
28
233
$2.63K ﹤0.01%
49
234
$2.61K ﹤0.01%
113
235
$2.6K ﹤0.01%
10
236
$2.46K ﹤0.01%
12
237
$2.44K ﹤0.01%
36
238
$2.39K ﹤0.01%
39
239
$2.38K ﹤0.01%
19
240
$2.38K ﹤0.01%
5
241
$2.31K ﹤0.01%
49
-318
242
$2.24K ﹤0.01%
+13
243
$1.95K ﹤0.01%
400
244
$1.87K ﹤0.01%
32
245
$1.69K ﹤0.01%
9
246
$1.53K ﹤0.01%
16
247
$1.15K ﹤0.01%
59
248
$897 ﹤0.01%
10
249
$850 ﹤0.01%
260
250
$669 ﹤0.01%
9
8 9
10
11 12