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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$982K 0.43%
+8,800
27
$982K 0.43%
3,586
+3,345
28
$912K 0.4%
8,695
+77
29
$878K 0.38%
2,334
+675
30
$763K 0.33%
13,164
+372
31
$687K 0.3%
12,925
-250
32
$586K 0.26%
2,668
-158
33
$520K 0.23%
6,888
-287
34
$496K 0.22%
8,926
-675
35
$471K 0.21%
8,505
+90
36
$462K 0.2%
20,256
+160
37
$459K 0.2%
4,456
-195
38
$394K 0.17%
1,104
+401
39
$388K 0.17%
+11,518
40
$356K 0.16%
1,199
+101
41
$348K 0.15%
15,488
-1,330
42
$311K 0.14%
7,189
+4,730
43
$304K 0.13%
3,436
+195
44
$254K 0.11%
2,169
+238
45
$233K 0.1%
6,133
+12
46
$232K 0.1%
+12,336
47
$229K 0.1%
+12,400
48
$215K 0.09%
709
+34
49
$214K 0.09%
6,662
+25
50
$213K 0.09%
7,861
+7,481
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