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
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.02K ﹤0.01%
128
252
$3.89K ﹤0.01%
55
253
$3.65K ﹤0.01%
9
254
$3.52K ﹤0.01%
60
255
$3.21K ﹤0.01%
55
256
$3.21K ﹤0.01%
4
257
$3.15K ﹤0.01%
3
258
$3.02K ﹤0.01%
58
259
$2.85K ﹤0.01%
25
260
$2.84K ﹤0.01%
+65
261
$2.84K ﹤0.01%
59
262
$2.71K ﹤0.01%
7
263
$2.71K ﹤0.01%
49
264
$2.61K ﹤0.01%
38
265
$2.6K ﹤0.01%
113
266
$2.44K ﹤0.01%
10
267
$2.4K ﹤0.01%
28
268
$2.35K ﹤0.01%
5
269
$2.34K ﹤0.01%
33
-1,104
270
$2.34K ﹤0.01%
5
271
$2.32K ﹤0.01%
71
272
$2.3K ﹤0.01%
60
273
$2.29K ﹤0.01%
36
274
$2.26K ﹤0.01%
22
275
$2.21K ﹤0.01%
85
9 10
11
12 13