MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
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
26
$1.15M 0.33%
36,195
27
$1.14M 0.33%
2,209
-287
28
$1.14M 0.33%
7,978
-7
29
$1.05M 0.3%
4,346
30
$982K 0.28%
13,373
-69
31
$691K 0.2%
3,703
-225
32
$619K 0.18%
12,008
-478
33
$614K 0.18%
6,607
34
$516K 0.15%
1,757
35
$436K 0.13%
9,805
+36
36
$416K 0.12%
17,884
37
$414K 0.12%
6,438
+33
38
$379K 0.11%
566
-14
39
$362K 0.1%
1,050
40
$353K 0.1%
703
-200
41
$349K 0.1%
5,461
42
$345K 0.1%
3,895
-9
43
$337K 0.1%
2,880
+32
44
$325K 0.09%
12,336
45
$307K 0.09%
7,166
46
$293K 0.08%
9,185
-191
47
$292K 0.08%
962
+2
48
$279K 0.08%
6,434
49
$279K 0.08%
3,052
50
$268K 0.08%
2,344
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2
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