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
$196M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.36M
3
+$1.28M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M

Top Sells

1
+$2.83M
2
+$381K
3
+$357K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$350K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Energy 0.29%
4 Industrials 0.27%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56.9K 0.03%
332
77
$52.8K 0.03%
761
78
$52.4K 0.03%
159
79
$51.1K 0.03%
680
80
$50.2K 0.03%
150
81
$46.8K 0.02%
300
82
$45.4K 0.02%
943
83
$44.5K 0.02%
899
84
$42.5K 0.02%
251
85
$42.4K 0.02%
544
86
$40.2K 0.02%
720
87
$38.9K 0.02%
143
+21
88
$36.8K 0.02%
166
89
$36.1K 0.02%
678
90
$35.6K 0.02%
258
91
$35.1K 0.02%
250
-6
92
$34.2K 0.02%
459
93
$32.8K 0.02%
675
-155
94
$32K 0.02%
351
95
$31K 0.02%
241
+1
96
$30.8K 0.02%
618
97
$30.5K 0.02%
1,000
98
$29.7K 0.02%
234
99
$27.9K 0.01%
467
100
$26.6K 0.01%
496
2 3
4
5 6