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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$197K 0.09%
685
+2
52
$197K 0.09%
3,980
+500
53
$177K 0.08%
3,475
54
$177K 0.08%
8,540
+7,668
55
$177K 0.08%
1,770
+1,051
56
$173K 0.08%
1,194
57
$172K 0.08%
1,750
58
$171K 0.08%
759
59
$160K 0.07%
341
+3
60
$144K 0.06%
1,600
+310
61
$144K 0.06%
5,807
-115
62
$128K 0.06%
+2,299
63
$128K 0.06%
2,000
64
$124K 0.05%
259
+65
65
$123K 0.05%
502
+2
66
$120K 0.05%
1,104
67
$119K 0.05%
1,000
68
$119K 0.05%
+408
69
$112K 0.05%
1,040
70
$112K 0.05%
800
+720
71
$111K 0.05%
1,026
+123
72
$104K 0.05%
740
+540
73
$102K 0.04%
674
+440
74
$92.4K 0.04%
700
75
$85.7K 0.04%
290
1 2
3
4 5