MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.08%
3,052
52
$252K 0.08%
6,434
+6
53
$235K 0.07%
1,050
-500
54
$229K 0.07%
2,304
55
$228K 0.07%
10,016
+125
56
$226K 0.07%
5,458
+11
57
$219K 0.07%
1,936
+186
58
$187K 0.06%
670
59
$184K 0.06%
1,156
60
$182K 0.06%
7,374
-778
61
$169K 0.05%
1,159
+51
62
$169K 0.05%
338
63
$168K 0.05%
3,527
+75
64
$165K 0.05%
7,101
+154
65
$164K 0.05%
2,698
66
$154K 0.05%
563
-230
67
$153K 0.05%
2,565
68
$150K 0.05%
493
69
$148K 0.05%
201
70
$143K 0.04%
985
71
$143K 0.04%
1,459
72
$138K 0.04%
629
73
$137K 0.04%
1,820
74
$133K 0.04%
+2,716
75
$132K 0.04%
2,486
1 2
3
4 5