MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78.2K 0.03%
2,880
77
$71.4K 0.03%
790
78
$69.7K 0.03%
159
79
$66.6K 0.03%
2,719
+130
80
$64.9K 0.03%
1,016
-22
81
$62.7K 0.03%
305
-27
82
$60.2K 0.02%
334
-340
83
$59.7K 0.02%
150
84
$55.2K 0.02%
471
85
$53.3K 0.02%
761
86
$52.2K 0.02%
899
87
$49.7K 0.02%
982
+39
88
$49.2K 0.02%
143
89
$44.4K 0.02%
459
90
$43.4K 0.02%
292
-8
91
$43.2K 0.02%
265
92
$42.6K 0.02%
223
-184
93
$42.3K 0.02%
280
-520
94
$40.8K 0.02%
233
-40
95
$40.8K 0.02%
678
-318
96
$38.7K 0.02%
676
97
$37K 0.02%
166
98
$36.5K 0.02%
+424
99
$35.9K 0.01%
243
-89
100
$35.3K 0.01%
216
-2
2 3
4
5 6