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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.02%
+790
77
$32K 0.02%
1,000
78
$32K 0.02%
178
+78
79
$30K 0.02%
475
+16
80
$30K 0.02%
726
+78
81
$30K 0.02%
236
+1
82
$29K 0.02%
582
83
$28K 0.02%
+569
84
$27K 0.02%
111
85
$27K 0.02%
+122
86
$26K 0.02%
459
+1
87
$26K 0.02%
193
+43
88
$25K 0.02%
177
+41
89
$24K 0.02%
220
+20
90
$24K 0.02%
627
91
$21K 0.02%
200
92
$21K 0.02%
196
+76
93
$20K 0.02%
522
94
$20K 0.02%
238
95
$17K 0.01%
+189
96
$17K 0.01%
831
+23
97
$16K 0.01%
108
98
$16K 0.01%
343
+88
99
$15K 0.01%
211
100
$14K 0.01%
299
2 3
4
5 6