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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.5K 0.02%
213
-10
102
$38.4K 0.02%
1,294
-1,561
103
$38K 0.02%
45
104
$35.9K 0.01%
244
+1
105
$35.8K 0.01%
200
106
$34.9K 0.01%
+594
107
$34.4K 0.01%
475
+1
108
$33.8K 0.01%
704
109
$31.3K 0.01%
660
110
$31.2K 0.01%
334
-90
111
$30.5K 0.01%
192
-34
112
$29.9K 0.01%
+642
113
$29.8K 0.01%
166
114
$28.8K 0.01%
209
-7
115
$27.3K 0.01%
175
+85
116
$26K 0.01%
351
117
$25.9K 0.01%
1,074
118
$25.5K 0.01%
314
119
$25.2K 0.01%
52
120
$24.6K 0.01%
1,400
+560
121
$24.2K 0.01%
115
122
$23.9K 0.01%
96
+73
123
$23.2K 0.01%
+407
124
$23.2K 0.01%
40
125
$22.9K 0.01%
136
3 4
5
6 7