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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
+954
102
$13K 0.01%
367
103
$13K 0.01%
+872
104
$13K 0.01%
51
105
$12K 0.01%
25
+10
106
$11K 0.01%
289
107
$11K 0.01%
33
+27
108
$10K 0.01%
+68
109
$10K 0.01%
+70
110
$9K 0.01%
+48
111
$9K 0.01%
+86
112
$9K 0.01%
74
113
$9K 0.01%
+69
114
$9K 0.01%
78
115
$8K 0.01%
+170
116
$8K 0.01%
+34
117
$8K 0.01%
+86
118
$8K 0.01%
+48
119
$7K 0.01%
+78
120
$7K 0.01%
+159
121
$7K 0.01%
14
122
$7K 0.01%
146
123
$7K 0.01%
179
124
$7K 0.01%
58
-92
125
$7K 0.01%
+98
3 4
5
6 7