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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.08%
6,428
+13
52
$225K 0.08%
2,304
53
$222K 0.08%
9,891
-5,745
54
$214K 0.07%
1,756
+1
55
$209K 0.07%
5,447
+15
56
$209K 0.07%
670
57
$208K 0.07%
8,152
-2,428
58
$189K 0.06%
793
59
$181K 0.06%
1,750
60
$178K 0.06%
1,156
61
$173K 0.06%
338
62
$163K 0.06%
3,452
+154
63
$160K 0.05%
6,947
+151
64
$152K 0.05%
2,565
65
$152K 0.05%
985
66
$150K 0.05%
2,698
67
$147K 0.05%
1,108
-77
68
$145K 0.05%
1,219
+61
69
$142K 0.05%
493
-10
70
$131K 0.04%
2,486
71
$128K 0.04%
1,459
+481
72
$124K 0.04%
526
+22
73
$120K 0.04%
1,820
74
$120K 0.04%
629
+215
75
$119K 0.04%
+5,102
1 2
3
4 5