MBFW
Morton Brown Family Wealth Portfolio holdings
AUM
$329M
1-Year Return
11.38%
This Quarter Return
+8.42%
1 Year Return
+11.38%
3 Year Return
+34.53%
5 Year Return
–
10 Year Return
–
AUM
$329M
AUM Growth
+$34.5M
(+12%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
77.64%
Holding
338
New
14
Increased
52
Reduced
36
Closed
19
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.61M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$466K |
| 3 |
Broadcom
AVGO
|
$258K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$214K |
| 5 |
InterDigital
IDCC
|
$112K |
Sector Composition
| 1 | Technology | 1.93% |
| 2 | Financials | 0.42% |
| 3 | Industrials | 0.26% |
| 4 | Healthcare | 0.25% |
| 5 | Consumer Discretionary | 0.24% |
