MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54K 0.02%
175
102
$53.8K 0.02%
676
103
$53.6K 0.02%
262
104
$52.6K 0.02%
1,000
105
$52K 0.02%
+1,581
106
$51.3K 0.02%
761
107
$50.9K 0.02%
51
108
$49.6K 0.02%
542
+1
109
$48.8K 0.01%
704
110
$47.4K 0.01%
67
111
$47.1K 0.01%
163
+1
112
$46.8K 0.01%
265
113
$46.3K 0.01%
180
-12
114
$45.5K 0.01%
338
+1
115
$43.2K 0.01%
136
+36
116
$42.3K 0.01%
381
+2
117
$42.1K 0.01%
440
118
$40K 0.01%
300
119
$40K 0.01%
251
120
$38.4K 0.01%
482
+1
121
$37.7K 0.01%
484
+2
122
$35.5K 0.01%
200
123
$34.9K 0.01%
120
124
$33.8K 0.01%
256
125
$33.7K 0.01%
191
+2
3 4
5
6 7