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
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$5.68M
3
+$4.62M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$12.9M
2
+$6.55M
3
+$1.49M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$726K
5
BND icon
Vanguard Total Bond Market
BND
+$422K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,515
277
– –
-104
278
– –
-795
279
– –
-278
280
– –
-1,074
281
– –
-98
282
– –
-642
8 9 10 11
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