MBFW
Morton Brown Family Wealth Portfolio holdings
AUM
$348M
1-Year Est. Return
12.13%
1 Year Est. Return
+12.13%
AUM
$348M
AUM Growth
+$19.7M
(+6%)
Holding
331
Top Buys
| 1 | +$1.11M | |
| 2 | +$971K | |
| 3 | +$872K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$495K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$155K |
Top Sells
| 1 | +$2.47M | |
| 2 | +$785K | |
| 3 | +$254K | |
| 4 |
Broadcom
AVGO
|
+$241K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$223K |
Sector Composition
| 1 | Technology | 1.96% |
| 2 | Financials | 0.36% |
| 3 | Industrials | 0.26% |
| 4 | Consumer Discretionary | 0.22% |
| 5 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
PepsiCo
PEP
$200B
| – | – |
-256
|
|
||
327
Red Cat Holdings
RCAT
$1.63B
| – | – |
-2
|
|
||
328
Rio Tinto
RIO
$138B
| – | – |
-55
|
|
||
329
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| – | – |
-156
|
|
||
330
Yum! Brands
YUM
$44.5B
| – | – |
-8
|
|
||
|
GAP
331
The Gap Inc
GAP
$9.94B
| – | – |
-200
|
|