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
$168M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$1.65M
3
+$1.36M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.15M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.05M

Top Sells

1
+$280K
2
+$195K
3
+$180K
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$85.4K
5
NVDA icon
NVIDIA
NVDA
+$84.4K

Sector Composition

1 Technology 1.55%
2 Consumer Discretionary 0.45%
3 Financials 0.33%
4 Energy 0.33%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.19K ﹤0.01%
+6
252
$1.19K ﹤0.01%
+9
253
$1.18K ﹤0.01%
+27
254
$1.16K ﹤0.01%
+3
255
$1.15K ﹤0.01%
+20
256
$1.12K ﹤0.01%
+10
257
$1.1K ﹤0.01%
+12
258
$1.1K ﹤0.01%
+28
259
$1.1K ﹤0.01%
+13
260
$1.07K ﹤0.01%
+6
261
$1.05K ﹤0.01%
+14
262
$1.04K ﹤0.01%
+4
263
$1.03K ﹤0.01%
+5
264
$1.02K ﹤0.01%
+10
265
$1.02K ﹤0.01%
+4
266
$1.01K ﹤0.01%
+16
267
$992 ﹤0.01%
+19
268
$987 ﹤0.01%
+13
269
$948 ﹤0.01%
+40
270
$940 ﹤0.01%
+12
271
$928 ﹤0.01%
+10
272
$915 ﹤0.01%
+4
273
$870 ﹤0.01%
+26
274
$853 ﹤0.01%
+9
275
$839 ﹤0.01%
+67
9 10
11
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