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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$48.4K 0.02%
899
102
$48.1K 0.02%
943
103
$47.2K 0.02%
300
104
$46.4K 0.02%
273
+22
105
$46.1K 0.02%
927
+446
106
$45.4K 0.02%
416
+400
107
$45.2K 0.02%
332
+91
108
$44.5K 0.02%
143
109
$44K 0.02%
2,622
+2,241
110
$40.2K 0.02%
+500
111
$39.7K 0.02%
459
112
$39.6K 0.02%
265
+7
113
$38.9K 0.02%
+400
114
$38.3K 0.02%
1,582
-892
115
$37.8K 0.02%
676
-44
116
$36.6K 0.02%
766
+229
117
$36.3K 0.02%
1,192
+192
118
$35.6K 0.02%
704
+208
119
$35.4K 0.02%
166
120
$35.3K 0.02%
+2,771
121
$34.7K 0.02%
+1,100
122
$34.1K 0.01%
+1,439
123
$34.1K 0.01%
924
+649
124
$33.7K 0.01%
351
125
$32.5K 0.01%
863
+488
3 4
5
6 7