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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$110K 0.09%
3,392
+118
52
$104K 0.08%
700
53
$104K 0.08%
763
+4
54
$97K 0.08%
1,449
55
$92K 0.07%
1,186
+170
56
$92K 0.07%
958
+101
57
$83K 0.06%
993
58
$82K 0.06%
2,205
+154
59
$70K 0.05%
1,461
+29
60
$67K 0.05%
400
61
$62K 0.05%
340
+40
62
$56K 0.04%
2,320
+22
63
$54K 0.04%
1,300
64
$54K 0.04%
805
+85
65
$52K 0.04%
2,261
+41
66
$48K 0.04%
598
-2
67
$48K 0.04%
771
+10
68
$47K 0.04%
285
+34
69
$43K 0.03%
308
70
$43K 0.03%
476
+101
71
$41K 0.03%
150
72
$39K 0.03%
764
+38
73
$38K 0.03%
159
74
$37K 0.03%
169
+3
75
$34K 0.03%
+258
1 2
3
4 5