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
$132M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.03M
3
+$1.68M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$962K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K

Top Sells

1
+$1.55M
2
+$388K
3
+$329K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$285K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Sector Composition

1 Technology 2.22%
2 Financials 0.68%
3 Consumer Discretionary 0.55%
4 Industrials 0.43%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
255
+2
102
$13K 0.01%
51
103
$10K 0.01%
74
104
$10K 0.01%
100
105
$10K 0.01%
78
106
$10K 0.01%
334
107
$9K 0.01%
15
-25
108
$8K 0.01%
179
109
$8K 0.01%
35
-40
110
$7K 0.01%
82
111
$7K 0.01%
14
-8
112
$7K 0.01%
393
113
$7K 0.01%
146
114
$7K 0.01%
166
115
$6K ﹤0.01%
30
-50
116
$6K ﹤0.01%
+72
117
$6K ﹤0.01%
15
-10
118
$4K ﹤0.01%
74
-1,240
119
$4K ﹤0.01%
83
120
$3K ﹤0.01%
20
121
$3K ﹤0.01%
900
122
$3K ﹤0.01%
279
-43
123
$3K ﹤0.01%
41
+1
124
$2K ﹤0.01%
30
125
$2K ﹤0.01%
6
-7
3 4
5
6 7