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
$132M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.03M
3
+$1.68M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$962K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K

Top Sells

1
+$1.55M
2
+$388K
3
+$329K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$285K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Sector Composition

1 Technology 2.22%
2 Financials 0.68%
3 Consumer Discretionary 0.55%
4 Industrials 0.43%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$120K 0.09%
3,274
52
$116K 0.09%
700
53
$110K 0.08%
1,449
54
$105K 0.08%
993
55
$102K 0.08%
2,051
56
$86K 0.07%
1,016
57
$85K 0.06%
857
58
$72K 0.05%
1,432
59
$72K 0.05%
400
60
$64K 0.05%
1,300
61
$64K 0.05%
300
-16
62
$62K 0.05%
+600
63
$57K 0.04%
2,298
64
$56K 0.04%
2,220
+60
65
$48K 0.04%
159
66
$48K 0.04%
761
67
$48K 0.04%
1,677
-97
68
$48K 0.04%
8,382
69
$45K 0.03%
600
70
$45K 0.03%
150
71
$44K 0.03%
720
72
$43K 0.03%
166
-165
73
$42K 0.03%
251
-11
74
$40K 0.03%
308
75
$39K 0.03%
459
1 2
3
4 5