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
$168M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$1.66M
3
+$1.34M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.14M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.09M

Top Sells

1
+$272K
2
+$193K
3
+$184K
4
DMXF icon
iShares ESG Advanced MSCI EAFE ETF
DMXF
+$83.2K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$78.8K

Sector Composition

1 Technology 1.55%
2 Consumer Discretionary 0.45%
3 Financials 0.33%
4 Energy 0.33%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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