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
$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
Blackrock
BLK
$164B
| – | – |
-3
|
|
||
327
Beamr Imaging
BMR
$25.3M
| – | – |
-14
|
|
||
328
BP
BP
$97.8B
| – | – |
-69
|
|
||
329
AB InBev
BUD
$146B
| – | – |
-38
|
|
||
330
Citigroup
C
$202B
| – | – |
-69
|
|
||
331
PepsiCo
PEP
$229B
| – | – |
-256
|
|