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
$196M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.36M
3
+$1.28M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M

Top Sells

1
+$2.83M
2
+$381K
3
+$357K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$350K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Energy 0.29%
4 Industrials 0.27%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.4K 0.01%
200
102
$26.3K 0.01%
219
103
$25.8K 0.01%
481
-10
104
$25.2K 0.01%
128
105
$24.8K 0.01%
537
-3,343
106
$20.3K 0.01%
314
107
$20.3K 0.01%
522
-3,297
108
$19.9K 0.01%
226
109
$19.8K 0.01%
136
110
$17.7K 0.01%
33
111
$16.6K 0.01%
+40
112
$16.4K 0.01%
108
113
$15.9K 0.01%
334
114
$15.9K 0.01%
872
115
$14.4K 0.01%
627
116
$13.9K 0.01%
211
117
$13.6K 0.01%
247
118
$12.2K 0.01%
375
119
$12K 0.01%
+1,116
120
$11.5K 0.01%
68
121
$11K 0.01%
53
122
$10.5K 0.01%
35
123
$10.5K 0.01%
80
124
$9.96K 0.01%
900
125
$9.59K ﹤0.01%
78
3 4
5
6 7