MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.06M
3
+$1.33M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.27M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.19M

Top Sells

1
+$1.18M
2
+$551K
3
+$476K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$360K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$311K

Sector Composition

1 Technology 2.2%
2 Financials 0.45%
3 Consumer Discretionary 0.31%
4 Materials 0.29%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$122 ﹤0.01%
7
277
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35
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$100 ﹤0.01%
+11
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$83 ﹤0.01%
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280
$44 ﹤0.01%
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281
$23 ﹤0.01%
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282
$5 ﹤0.01%
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283
$2 ﹤0.01%
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