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
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.08%
11,038
52
$219K 0.08%
1,827
53
$216K 0.08%
670
-13
54
$201K 0.07%
1,750
55
$197K 0.07%
1,156
-22
56
$189K 0.07%
759
57
$179K 0.06%
311
-62
58
$179K 0.06%
338
59
$173K 0.06%
5,221
+4,971
60
$168K 0.06%
1,430
+398
61
$159K 0.06%
2,775
62
$153K 0.05%
173
+125
63
$144K 0.05%
1,187
+175
64
$138K 0.05%
+2,299
65
$134K 0.05%
2,486
66
$132K 0.05%
985
67
$126K 0.04%
1,820
-80
68
$125K 0.04%
1,040
69
$124K 0.04%
504
+1
70
$124K 0.04%
1,289
71
$113K 0.04%
290
72
$112K 0.04%
1,104
-578
73
$107K 0.04%
4,497
+320
74
$103K 0.04%
878
-75
75
$102K 0.04%
700
1 2
3
4 5