MBFW
Morton Brown Family Wealth Portfolio holdings
AUM
$367M
1-Year Est. Return
16.53%
This Fund
S&P 500
1 Year Est. Return
+16.53%
AUM
$367M
AUM Growth
+$18.8M
(+5.4%)
Holding
309
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.86M | |
| 3 | +$1.85M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.7M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.35M |
Top Sells
| 1 | +$417K | |
| 2 | +$396K | |
| 3 | +$389K | |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$225K |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
+$128K |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Financials | 0.39% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Industrials | 0.27% |
| 5 | Materials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Arista Networks
ANET
$175B
| – | – |
-60
|
|
||
302
American Express
AXP
$211B
| – | – |
-40
|
|
||
303
GE HealthCare
GEHC
$35.1B
| – | – |
-60
|
|
||
304
iShares Select U.S. REIT ETF
ICF
$2.08B
| – | – |
-50
|
|
||
|
K
305
DELISTED
Kellanova
K
| – | – |
-676
|
|
||
306
Otis Worldwide
OTIS
$35.2B
| – | – |
-100
|
|
||
307
Toll Brothers
TOL
$14.2B
| – | – |
-25
|
|
||
308
Taysha Gene Therapies
TSHA
$1.23B
| – | – |
-260
|
|
||
309
Vanguard Small-Cap Value ETF
VBR
$33.6B
| – | – |
-16
|
|