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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+26
252
$1K ﹤0.01%
+26
253
$1K ﹤0.01%
+15
254
$1K ﹤0.01%
+7
255
$1K ﹤0.01%
+9
256
$1K ﹤0.01%
+18
257
$1K ﹤0.01%
+41
258
$1K ﹤0.01%
+3
259
$1K ﹤0.01%
+45
260
$1K ﹤0.01%
+12
261
$1K ﹤0.01%
+2
262
$1K ﹤0.01%
+10
263
$1K ﹤0.01%
25
264
$0 ﹤0.01%
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267
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– –
-600
272
$0 ﹤0.01%
+1
273
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275
$0 ﹤0.01%
+2
9 10
11
12 13