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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53K 0.02%
143
102
$51.6K 0.02%
761
103
$50.8K 0.02%
262
+1
104
$49.2K 0.02%
337
+91
105
$48.6K 0.02%
51
+6
106
$45.8K 0.02%
1,000
107
$45.8K 0.02%
265
108
$43.4K 0.01%
704
109
$42.8K 0.01%
251
+115
110
$42.4K 0.01%
379
+3
111
$42.2K 0.01%
+1,754
112
$42K 0.01%
+440
113
$41.7K 0.01%
406
+56
114
$39.7K 0.01%
162
+28
115
$38.4K 0.01%
192
116
$38.4K 0.01%
256
+23
117
$38.1K 0.01%
459
118
$37.5K 0.01%
+1,311
119
$36.9K 0.01%
482
+2
120
$36.5K 0.01%
1,441
+136
121
$36.5K 0.01%
334
122
$36.4K 0.01%
67
+15
123
$35.6K 0.01%
481
+2
124
$32.9K 0.01%
+254
125
$32.9K 0.01%
300
3 4
5
6 7