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
$187M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.78M
3
+$1.99M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.89M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.23M

Top Sells

1
+$1.93M
2
+$496K
3
+$438K
4
CMA icon
Comerica
CMA
+$237K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$205K

Sector Composition

1 Technology 1.5%
2 Consumer Discretionary 0.38%
3 Energy 0.27%
4 Industrials 0.26%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51.6K 0.03%
150
77
$47.4K 0.03%
943
78
$46.5K 0.02%
251
79
$46.3K 0.02%
899
80
$45.6K 0.02%
720
81
$43.7K 0.02%
459
82
$42.2K 0.02%
+544
83
$42K 0.02%
830
+96
84
$41.8K 0.02%
166
85
$36.7K 0.02%
258
86
$35.5K 0.02%
678
+30
87
$35K 0.02%
1,000
88
$34.8K 0.02%
351
-8
89
$34.5K 0.02%
122
90
$34.3K 0.02%
256
91
$33.2K 0.02%
111
92
$31.9K 0.02%
240
+1
93
$31K 0.02%
618
-60
94
$30.5K 0.02%
234
-52
95
$29.6K 0.02%
467
+1
96
$29K 0.02%
128
-9
97
$26.5K 0.01%
491
-10
98
$25.6K 0.01%
496
-35
99
$24.2K 0.01%
200
-20
100
$22.1K 0.01%
314
2 3
4
5 6