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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83.7K 0.03%
476
77
$79.9K 0.03%
1,104
78
$76.9K 0.03%
2,880
79
$76.5K 0.03%
599
+128
80
$72.8K 0.03%
1,016
81
$72.1K 0.03%
790
82
$66.6K 0.03%
295
-10
83
$66.5K 0.03%
159
84
$64.9K 0.03%
2,630
-89
85
$64.2K 0.03%
241
-2,652
86
$61.4K 0.02%
334
87
$61K 0.02%
150
88
$53.7K 0.02%
899
89
$53.4K 0.02%
143
90
$50.9K 0.02%
761
91
$49.8K 0.02%
280
92
$49.6K 0.02%
982
93
$48K 0.02%
678
94
$45K 0.02%
1,000
95
$44.1K 0.02%
265
96
$42.3K 0.02%
459
97
$40.8K 0.02%
282
-10
98
$40.7K 0.02%
48
+15
99
$39.8K 0.02%
676
100
$39.7K 0.02%
233
2 3
4
5 6