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
$187M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.78M
3
+$1.99M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.89M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.23M

Top Sells

1
+$1.93M
2
+$496K
3
+$438K
4
CMA icon
Comerica
CMA
+$237K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$205K

Sector Composition

1 Technology 1.5%
2 Consumer Discretionary 0.38%
3 Energy 0.27%
4 Industrials 0.26%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.9K 0.01%
219
102
$20.6K 0.01%
136
-19
103
$19.8K 0.01%
226
104
$17K 0.01%
108
105
$16.9K 0.01%
627
106
$16.5K 0.01%
334
107
$16.3K 0.01%
872
108
$15.5K 0.01%
33
109
$14.6K 0.01%
900
110
$13.9K 0.01%
375
111
$13.1K 0.01%
211
112
$12.3K 0.01%
247
113
$11.7K 0.01%
+53
114
$10.7K 0.01%
68
-15
115
$10.3K 0.01%
1,000
116
$10K 0.01%
35
-21
117
$10K 0.01%
120
118
$10K 0.01%
378
+2
119
$9.95K 0.01%
78
120
$9.86K 0.01%
70
121
$9.58K 0.01%
80
-80
122
$9.13K ﹤0.01%
254
123
$8.87K ﹤0.01%
42
-13
124
$8.8K ﹤0.01%
78
+1
125
$8.73K ﹤0.01%
38
3 4
5
6 7