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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$112K 0.09%
1,000
52
$106K 0.08%
759
-4
53
$103K 0.08%
2,000
54
$99K 0.08%
1,140
-113
55
$94K 0.07%
3,402
+10
56
$93K 0.07%
1,186
57
$91K 0.07%
700
58
$91K 0.07%
1,449
59
$80K 0.06%
993
60
$76K 0.06%
934
-24
61
$69K 0.06%
+3,089
62
$67K 0.05%
1,466
+5
63
$62K 0.05%
400
64
$55K 0.04%
2,339
+19
65
$53K 0.04%
2,051
-154
66
$50K 0.04%
312
-28
67
$49K 0.04%
2,261
68
$47K 0.04%
720
-85
69
$42K 0.03%
761
-10
70
$41K 0.03%
150
71
$41K 0.03%
251
-34
72
$40K 0.03%
159
73
$37K 0.03%
522
-76
74
$37K 0.03%
984
-316
75
$37K 0.03%
171
+2
1 2
3
4 5