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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.01%
83
+15
102
$12K 0.01%
872
103
$11K 0.01%
50
-1
104
$11K 0.01%
159
+78
105
$11K 0.01%
289
106
$11K 0.01%
33
107
$11K 0.01%
120
-76
108
$11K 0.01%
211
109
$11K 0.01%
713
-118
110
$10K 0.01%
69
111
$9K 0.01%
247
-120
112
$9K 0.01%
48
113
$9K 0.01%
19
-6
114
$9K 0.01%
142
+102
115
$9K 0.01%
78
116
$9K 0.01%
70
117
$9K 0.01%
341
+110
118
$8K 0.01%
17
+3
119
$8K 0.01%
98
120
$8K 0.01%
+650
121
$8K 0.01%
170
122
$8K 0.01%
+235
123
$8K 0.01%
78
124
$8K 0.01%
75
+1
125
$7K 0.01%
+192
3 4
5
6 7