Morton Brown Family Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$4.81M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.66M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.34M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.14M |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$1.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Advanced MSCI USA ETF
USXF
|
+$272K |
| 2 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$193K |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$184K |
| 4 |
iShares ESG Advanced MSCI EAFE ETF
DMXF
|
+$83.2K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$78.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.55% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Financials | 0.33% |
| 4 | Energy | 0.33% |
| 5 | Industrials | 0.31% |
Similar funds
Morton Brown Family Wealth's Q1 2023 Portfolio in Review
As of Q1 2023, Morton Brown Family Wealth held 299 positions worth $168M, up 14% from $147M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Morton Brown Family Wealth deployed $14.1M of net new capital in Q1 2023, opening 142 new positions and adding to 57 existing holdings. Its largest new stake was Avantis Emerging Markets Equity ETF: 31,180 shares worth $1.65M.
By sector, the portfolio is most concentrated in Technology at 1.5% of assets, up from 1.4% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares ESG Advanced MSCI USA ETF, an estimated $272K trimmed.
- Morton Brown Family Wealth's largest Q1 2023 buy was Avantis Emerging Markets Equity ETF: 31,180 shares worth $1.65M.
- Morton Brown Family Wealth added most to Schwab US Broad Market ETF in Q1 2023, an estimated $4.81M increase.
- Morton Brown Family Wealth's biggest Q1 2023 reduction was iShares ESG Advanced MSCI USA ETF, cutting an estimated $272K.
- Morton Brown Family Wealth fully exited American International in Q1 2023, selling an estimated $19.1K.
- Morton Brown Family Wealth's ten largest holdings make up 72% of its $168M portfolio in Q1 2023.
- Morton Brown Family Wealth opened 142 new positions and closed 5 in Q1 2023.
- Morton Brown Family Wealth's portfolio value rose 14% quarter-over-quarter to $168M.
Based on Morton Brown Family Wealth's 13F filing for Q1 2023, filed 26 Apr 2023.