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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$237K 0.09%
9,376
+836
52
$226K 0.09%
683
53
$226K 0.09%
1,178
-16
54
$217K 0.09%
11,038
-1,330
55
$213K 0.08%
1,827
-1,188
56
$207K 0.08%
373
+42
57
$197K 0.08%
1,750
58
$185K 0.07%
759
59
$167K 0.07%
1,682
-1,986
60
$161K 0.06%
+2,749
61
$150K 0.06%
2,775
-21
62
$149K 0.06%
338
63
$129K 0.05%
+2,486
64
$126K 0.05%
1,900
-53
65
$125K 0.05%
1,289
66
$123K 0.05%
1,032
-10
67
$122K 0.05%
985
-15
68
$122K 0.05%
503
+1
69
$122K 0.05%
1,040
70
$109K 0.04%
953
-17
71
$105K 0.04%
1,012
+31
72
$103K 0.04%
290
73
$98.9K 0.04%
700
74
$97K 0.04%
2,063
-56
75
$96.1K 0.04%
4,177
-116
1 2
3
4 5