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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85.7K 0.04%
1,018
+200
77
$83K 0.04%
2,884
+39
78
$81.9K 0.04%
+823
79
$78.3K 0.03%
476
80
$77.3K 0.03%
+1,000
81
$76.8K 0.03%
1,626
+7
82
$73.7K 0.03%
+600
83
$72.3K 0.03%
+2,880
84
$66.6K 0.03%
790
-659
85
$66.6K 0.03%
407
+157
86
$63.6K 0.03%
2,733
+74
87
$63.5K 0.03%
332
88
$63.4K 0.03%
2,589
+9
89
$63K 0.03%
1,038
+22
90
$61.1K 0.03%
417
+281
91
$61K 0.03%
327
+300
92
$60.4K 0.03%
159
93
$57.8K 0.03%
568
+342
94
$56.5K 0.02%
150
95
$55.2K 0.02%
751
+669
96
$55.1K 0.02%
761
97
$53.7K 0.02%
+2,682
98
$52.3K 0.02%
996
+318
99
$49.2K 0.02%
289
+277
100
$49K 0.02%
471
-522
2 3
4
5 6