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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.94K ﹤0.01%
128
+78
252
$3.94K ﹤0.01%
+55
253
$3.68K ﹤0.01%
194
254
$3.6K ﹤0.01%
60
255
$3.43K ﹤0.01%
18
256
$3.42K ﹤0.01%
+47
257
$3.3K ﹤0.01%
+55
258
$3.22K ﹤0.01%
+12
259
$3.19K ﹤0.01%
+4
260
$2.86K ﹤0.01%
+59
261
$2.84K ﹤0.01%
+3
262
$2.69K ﹤0.01%
7
+4
263
$2.65K ﹤0.01%
+4
264
$2.65K ﹤0.01%
49
265
$2.65K ﹤0.01%
10
266
$2.64K ﹤0.01%
25
267
$2.6K ﹤0.01%
113
268
$2.53K ﹤0.01%
18
269
$2.47K ﹤0.01%
58
270
$2.35K ﹤0.01%
28
271
$2.34K ﹤0.01%
+38
272
$2.33K ﹤0.01%
69
-31
273
$2.33K ﹤0.01%
5
274
$2.32K ﹤0.01%
+60
275
$2.29K ﹤0.01%
+22
9 10
11
12 13