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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.03%
+1,858
77
$35K 0.03%
297
-11
78
$32K 0.03%
377
-99
79
$32K 0.03%
258
80
$29K 0.02%
1,000
81
$29K 0.02%
459
-16
82
$29K 0.02%
237
+1
83
$28K 0.02%
648
-78
84
$26K 0.02%
111
85
$26K 0.02%
122
86
$25K 0.02%
459
87
$23K 0.02%
200
88
$21K 0.02%
184
-9
89
$21K 0.02%
551
-31
90
$21K 0.02%
559
-205
91
$20K 0.02%
627
92
$19K 0.02%
522
93
$19K 0.02%
200
-20
94
$18K 0.01%
219
-19
95
$17K 0.01%
136
-41
96
$16K 0.01%
100
-78
97
$16K 0.01%
356
+13
98
$15K 0.01%
108
99
$14K 0.01%
334
-235
100
$13K 0.01%
299
2 3
4
5 6