MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$625K 0.48%
2,230
-89
27
$606K 0.47%
7,228
+123
28
$573K 0.44%
12,128
-85
29
$563K 0.44%
3,326
-80
30
$460K 0.36%
1,790
+16
31
$453K 0.35%
6,177
32
$385K 0.3%
6,548
+4,278
33
$281K 0.22%
4,482
+94
34
$273K 0.21%
1,106
+16
35
$197K 0.15%
1,541
-256
36
$192K 0.15%
703
+3
37
$185K 0.14%
760
-40
38
$165K 0.13%
345
+7
39
$163K 0.13%
3,103
+134
40
$156K 0.12%
3,475
41
$154K 0.12%
1,504
42
$151K 0.12%
+3,330
43
$148K 0.11%
674
-1
44
$140K 0.11%
4,460
+79
45
$139K 0.11%
1,471
-200
46
$132K 0.1%
618
47
$117K 0.09%
2,000
48
$117K 0.09%
+1,371
49
$116K 0.09%
1,253
-15
50
$114K 0.09%
1,000
1
2
3 4 5