MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.1K 0.01%
704
102
$34.5K 0.01%
474
+2
103
$33.1K 0.01%
45
104
$33K 0.01%
1,000
-192
105
$32.6K 0.01%
100
106
$32.1K 0.01%
351
107
$31.6K 0.01%
226
-342
108
$31.3K 0.01%
660
-106
109
$30.5K 0.01%
200
-540
110
$30.4K 0.01%
+1,333
111
$25.9K 0.01%
1,074
-508
112
$25.7K 0.01%
33
113
$24.6K 0.01%
300
-600
114
$23.4K 0.01%
60
115
$23K 0.01%
115
-174
116
$22.5K 0.01%
314
117
$22.3K 0.01%
522
118
$22.1K 0.01%
136
-281
119
$21.5K 0.01%
52
+1
120
$21K 0.01%
40
121
$19.6K 0.01%
211
122
$19.6K 0.01%
777
-5,030
123
$19.3K 0.01%
108
-18
124
$18.1K 0.01%
675
125
$18.1K 0.01%
372
-555
3 4
5
6 7