MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57.8K 0.02%
578
102
$56.6K 0.02%
350
-56
103
$56.4K 0.02%
1,581
104
$55.4K 0.02%
676
105
$54.1K 0.02%
180
106
$51.4K 0.01%
175
107
$51K 0.01%
120
108
$49.8K 0.01%
211
109
$48.7K 0.01%
200
110
$48.1K 0.01%
704
111
$48.1K 0.01%
63
-14
112
$47.5K 0.01%
761
113
$47.2K 0.01%
339
+1
114
$44.6K 0.01%
1,635
+477
115
$42.9K 0.01%
136
-27
116
$42.6K 0.01%
384
+3
117
$42.4K 0.01%
53
-14
118
$42.1K 0.01%
45
-6
119
$40.2K 0.01%
484
+2
120
$39.4K 0.01%
300
121
$37.4K 0.01%
459
122
$36.4K 0.01%
192
+1
123
$32.6K 0.01%
486
+2
124
$31.8K 0.01%
207
-44
125
$29.9K 0.01%
320
3 4
5
6 7