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
$132M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.03M
3
+$1.68M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$962K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K

Top Sells

1
+$1.55M
2
+$388K
3
+$329K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$285K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Sector Composition

1 Technology 2.22%
2 Financials 0.68%
3 Consumer Discretionary 0.55%
4 Industrials 0.43%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.03%
1,000
77
$37K 0.03%
726
+379
78
$33K 0.02%
200
-100
79
$32K 0.02%
648
80
$32K 0.02%
235
81
$31K 0.02%
458
+2
82
$31K 0.02%
375
83
$30K 0.02%
582
84
$28K 0.02%
111
85
$28K 0.02%
200
-200
86
$24K 0.02%
147
+1
87
$23K 0.02%
627
-50
88
$22K 0.02%
522
89
$21K 0.02%
136
-155
90
$21K 0.02%
238
91
$20K 0.02%
+150
92
$19K 0.01%
150
93
$19K 0.01%
211
94
$18K 0.01%
108
-23
95
$18K 0.01%
100
96
$17K 0.01%
367
-42
97
$16K 0.01%
299
98
$16K 0.01%
289
-90
99
$15K 0.01%
120
100
$14K 0.01%
808
-141
2 3
4
5 6