MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.07%
3,997
-705
52
$255K 0.07%
2,304
53
$246K 0.07%
5,458
54
$244K 0.07%
10,578
+562
55
$231K 0.07%
1,936
56
$210K 0.06%
9,996
-10,100
57
$206K 0.06%
338
58
$192K 0.06%
1,156
59
$191K 0.05%
7,374
60
$189K 0.05%
670
61
$185K 0.05%
1,108
-51
62
$178K 0.05%
7,438
+2,238
63
$176K 0.05%
1,470
+476
64
$175K 0.05%
2,698
65
$175K 0.05%
493
66
$170K 0.05%
3,537
+10
67
$168K 0.05%
7,120
+19
68
$154K 0.04%
2,565
69
$147K 0.04%
563
70
$145K 0.04%
1,820
71
$140K 0.04%
1,151
72
$138K 0.04%
290
-21
73
$137K 0.04%
2,739
+23
74
$134K 0.04%
2,486
75
$132K 0.04%
1,278
-181
1 2
3
4 5