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
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$9.23M
3
+$9M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$8.54M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$7.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.45%
2 Consumer Discretionary 0.7%
3 Financials 0.67%
4 Industrials 0.48%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48K 0.04%
+291
77
$46K 0.04%
+262
78
$45K 0.03%
+624
79
$44K 0.03%
+720
80
$41K 0.03%
+308
81
$39K 0.03%
+939
82
$37K 0.03%
+1,000
83
$34K 0.03%
+111
84
$34K 0.03%
+459
85
$33K 0.03%
+235
86
$32K 0.02%
+456
87
$32K 0.02%
+677
88
$31K 0.02%
+648
89
$29K 0.02%
+375
90
$29K 0.02%
+582
91
$25K 0.02%
+75
92
$25K 0.02%
+146
93
$24K 0.02%
+522
94
$24K 0.02%
+130
95
$24K 0.02%
+165
96
$24K 0.02%
+211
97
$23K 0.02%
+40
98
$22K 0.02%
+409
99
$22K 0.02%
+379
100
$22K 0.02%
+131
2 3
4
5 6