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
$187M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.78M
3
+$1.99M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.89M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.23M

Top Sells

1
+$1.93M
2
+$496K
3
+$438K
4
CMA icon
Comerica
CMA
+$237K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$205K

Sector Composition

1 Technology 1.5%
2 Consumer Discretionary 0.38%
3 Energy 0.27%
4 Industrials 0.26%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$142K 0.08%
1,194
-218
52
$141K 0.08%
3,330
-810
53
$139K 0.07%
759
54
$126K 0.07%
1,411
-37
55
$122K 0.07%
1,104
-411
56
$119K 0.06%
2,000
57
$113K 0.06%
1,449
58
$112K 0.06%
1,000
59
$104K 0.06%
2,841
+4
60
$102K 0.05%
500
-25
61
$99.9K 0.05%
700
62
$97K 0.05%
993
63
$96K 0.05%
963
-11
64
$81.1K 0.04%
828
-5
65
$77.1K 0.04%
719
-5
66
$75.4K 0.04%
1,016
67
$69.6K 0.04%
1,496
+10
68
$59.7K 0.03%
2,497
+14
69
$59.2K 0.03%
332
-68
70
$57.3K 0.03%
680
71
$55.7K 0.03%
2,451
+13
72
$55.5K 0.03%
761
-25
73
$53.8K 0.03%
300
74
$52.8K 0.03%
159
75
$52.4K 0.03%
+238
1 2
3
4 5