MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.04%
1,147
-75
77
$128K 0.04%
584
-45
78
$125K 0.04%
985
79
$122K 0.04%
659
-1,368
80
$122K 0.04%
1,790
+891
81
$120K 0.03%
506
-21
82
$116K 0.03%
158
-43
83
$112K 0.03%
462
-121
84
$109K 0.03%
4,302
+14
85
$105K 0.03%
500
86
$97.4K 0.03%
700
87
$93K 0.03%
341
88
$87.8K 0.03%
739
-85
89
$85.4K 0.02%
2,880
90
$85.2K 0.02%
395
+133
91
$82.6K 0.02%
443
+178
92
$82.4K 0.02%
292
93
$82K 0.02%
1,000
94
$78.1K 0.02%
159
95
$77.5K 0.02%
471
96
$76.7K 0.02%
1,016
97
$69.6K 0.02%
150
98
$68.6K 0.02%
858
99
$62.3K 0.02%
434
100
$60.5K 0.02%
136
2 3
4
5 6