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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.5%
4,678
27
$1.03M 0.41%
8,531
28
$1.03M 0.4%
4,706
-40
29
$853K 0.34%
1,938
+50
30
$810K 0.32%
13,139
-53
31
$722K 0.29%
12,686
+65
32
$564K 0.22%
2,427
-236
33
$562K 0.22%
7,008
34
$525K 0.21%
12,197
+456
35
$416K 0.16%
5,706
+5,700
36
$399K 0.16%
903
37
$394K 0.16%
3,250
+160
38
$393K 0.16%
20,096
39
$388K 0.15%
6,632
-1,538
40
$378K 0.15%
6,234
-2,256
41
$318K 0.13%
1,226
+126
42
$318K 0.13%
7,307
+2,813
43
$285K 0.11%
2,716
-216
44
$269K 0.11%
12,336
45
$264K 0.1%
2,963
46
$258K 0.1%
709
47
$252K 0.1%
6,233
-15
48
$250K 0.1%
10,626
-614
49
$247K 0.1%
+2,515
50
$239K 0.09%
7,006
-8
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