MBFW
Morton Brown Family Wealth Portfolio holdings
AUM
$329M
1-Year Return
11.38%
This Quarter Return
+5%
1 Year Return
+11.38%
3 Year Return
+34.53%
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.82%
Holding
229
New
228
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$35.3M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.23M |
| 3 |
iShares Global REIT ETF
REET
|
$9M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$8.54M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.45% |
| 2 | Consumer Discretionary | 0.7% |
| 3 | Financials | 0.67% |
| 4 | Industrials | 0.48% |
| 5 | Healthcare | 0.39% |
