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
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99.7K 0.04%
2,063
77
$97.6K 0.03%
1,104
78
$91K 0.03%
500
+24
79
$85.9K 0.03%
1,016
80
$79.8K 0.03%
2,880
81
$78.9K 0.03%
978
+300
82
$75.4K 0.03%
790
83
$74.7K 0.03%
159
84
$74.3K 0.03%
336
+123
85
$69.3K 0.02%
285
-10
86
$68.9K 0.02%
+170
87
$67.1K 0.02%
+1,000
88
$66.2K 0.02%
2,630
89
$63.5K 0.02%
150
90
$62.2K 0.02%
334
91
$62.1K 0.02%
471
-128
92
$56.4K 0.02%
899
93
$56.1K 0.02%
761
94
$54.9K 0.02%
143
95
$54.6K 0.02%
676
96
$51.2K 0.02%
259
+225
97
$48.4K 0.02%
+175
98
$47.5K 0.02%
459
99
$46.5K 0.02%
280
100
$46.3K 0.02%
265
2 3
4
5 6