MBFW
Morton Brown Family Wealth Portfolio holdings
AUM
$329M
This Quarter Return
-11.97%
1 Year Return
+11.38%
3 Year Return
+34.53%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-2.4%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
10.98%
Top 10 Holdings %
Top 10 Hldgs %
72.5%
Holding
319
New
173
Increased
55
Reduced
24
Closed
11
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$223K |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$209K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$136K |
| 4 |
iShares US Technology ETF
IYW
|
$62K |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$61.9K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Financials | 0.6% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Healthcare | 0.42% |
| 5 | Industrials | 0.4% |
