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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.57K ﹤0.01%
+21
252
$1.57K ﹤0.01%
+58
253
$1.56K ﹤0.01%
37
254
$1.48K ﹤0.01%
9
255
$1.42K ﹤0.01%
10
256
$1.37K ﹤0.01%
+14
257
$1.26K ﹤0.01%
+16
258
$1.22K ﹤0.01%
+41
259
$1.13K ﹤0.01%
+11
260
$1.04K ﹤0.01%
8
261
$942 ﹤0.01%
+32
262
$828 ﹤0.01%
+8
263
$820 ﹤0.01%
+100
264
$667 ﹤0.01%
+68
265
$658 ﹤0.01%
+65
266
$640 ﹤0.01%
+7
267
$615 ﹤0.01%
+5
268
$555 ﹤0.01%
25
269
$466 ﹤0.01%
+43
270
$460 ﹤0.01%
+260
271
$378 ﹤0.01%
+100
272
$353 ﹤0.01%
100
273
$351 ﹤0.01%
+55
274
$337 ﹤0.01%
+46
275
$322 ﹤0.01%
+5
8 9 10
11
12