MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$199K 0.08%
1,750
52
$198K 0.08%
8,540
53
$194K 0.08%
683
-2
54
$192K 0.08%
759
55
$190K 0.08%
4,494
-2,695
56
$174K 0.07%
331
+72
57
$162K 0.07%
338
-3
58
$158K 0.07%
1,289
-311
59
$149K 0.06%
2,796
-679
60
$127K 0.05%
1,953
-47
61
$126K 0.05%
2,299
62
$123K 0.05%
502
63
$123K 0.05%
1,000
64
$121K 0.05%
1,042
-728
65
$117K 0.05%
1,040
66
$107K 0.04%
970
-56
67
$106K 0.04%
290
68
$104K 0.04%
1,104
69
$99.4K 0.04%
2,119
+493
70
$98.7K 0.04%
4,293
+1,560
71
$95.6K 0.04%
981
-37
72
$85.5K 0.04%
700
73
$84.6K 0.03%
1,000
74
$83.4K 0.03%
476
75
$79.2K 0.03%
2,855
-29
1 2
3
4 5