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
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45.1K 0.02%
1,000
102
$45.1K 0.02%
275
+100
103
$40.9K 0.01%
217
+25
104
$40.5K 0.01%
250
+200
105
$40.2K 0.01%
45
106
$39.6K 0.01%
233
107
$37.7K 0.01%
245
+1
108
$37.6K 0.01%
276
-6
109
$37.6K 0.01%
1,299
+5
110
$37.5K 0.01%
704
111
$36.3K 0.01%
477
+2
112
$35.9K 0.01%
594
113
$34.3K 0.01%
334
114
$34.2K 0.01%
351
115
$33.4K 0.01%
200
116
$32.8K 0.01%
+300
117
$32.5K 0.01%
1,152
+477
118
$31.1K 0.01%
+900
119
$28.9K 0.01%
166
120
$28.3K 0.01%
314
121
$27.2K 0.01%
207
-2
122
$25.8K 0.01%
575
+200
123
$25.8K 0.01%
52
124
$25.1K 0.01%
96
125
$24.4K 0.01%
116
+1
3 4
5
6 7