MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$659 ﹤0.01%
5
252
$606 ﹤0.01%
+42
253
$553 ﹤0.01%
4
254
$496 ﹤0.01%
40
255
$414 ﹤0.01%
5
256
$393 ﹤0.01%
35
257
$349 ﹤0.01%
2
258
$320 ﹤0.01%
1
259
$226 ﹤0.01%
65
260
$119 ﹤0.01%
12
261
$105 ﹤0.01%
25
262
$96 ﹤0.01%
4
263
$66 ﹤0.01%
25
264
$24 ﹤0.01%
4
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9 10
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