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
276
$2.19K ﹤0.01%
39
277
$2.16K ﹤0.01%
+85
278
$2.12K ﹤0.01%
36
279
$2.12K ﹤0.01%
400
280
$2.09K ﹤0.01%
+71
281
$2.03K ﹤0.01%
19
282
$1.93K ﹤0.01%
35
283
$1.84K ﹤0.01%
+9
284
$1.83K ﹤0.01%
5
285
$1.74K ﹤0.01%
32
286
$1.74K ﹤0.01%
12
287
$1.71K ﹤0.01%
+19
288
$1.55K ﹤0.01%
9
289
$1.45K ﹤0.01%
+20
290
$1.38K ﹤0.01%
20
291
$1.26K ﹤0.01%
8
292
$1.18K ﹤0.01%
13
293
$1.04K ﹤0.01%
10
294
$1.02K ﹤0.01%
28
295
$721 ﹤0.01%
16
296
$661 ﹤0.01%
9
297
$633 ﹤0.01%
59
298
$621 ﹤0.01%
5
299
$466 ﹤0.01%
4
300
$370 ﹤0.01%
+8
10 11
12
13 14