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
$378M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Sells

1 +$132K
2 +$104K
3 +$82.4K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$70.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$63.7K

Sector Composition

1 Technology 1.81%
2 Financials 0.37%
3 Industrials 0.3%
4 Consumer Discretionary 0.28%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OLED icon
126
Universal Display
OLED
$4.72B
$39.8K 0.01%
434
EMR icon
127
Emerson Electric
EMR
$82B
$39.3K 0.01%
300
GDX icon
128
VanEck Gold Miners ETF
GDX
$29.4B
$38.9K 0.01%
424
TLN
129
Talen Energy Corp
TLN
$15.3B
$38.3K 0.01%
120
GEV icon
130
GE Vernova
GEV
$301B
$36.7K 0.01%
42
OMC icon
131
Omnicom Group
OMC
$22.3B
$34.6K 0.01%
459
PLTR icon
132
Palantir
PLTR
$353B
$32.9K 0.01%
225
+50
PFE icon
133
Pfizer
PFE
$155B
$32.5K 0.01%
1,156
+106
SO icon
134
Southern Company
SO
$105B
$30.3K 0.01%
314
SCHE icon
135
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$29.4K 0.01%
891
CECO icon
136
Ceco Environmental
CECO
$2.25B
$28.7K 0.01%
+481
WWD icon
137
Woodward
WWD
$23.1B
$28.6K 0.01%
80
VGT icon
138
Vanguard Information Technology ETF
VGT
$15.3B
$27.9K 0.01%
320
MU icon
139
Micron Technology
MU
$525B
$27.4K 0.01%
81
IWD icon
140
iShares Russell 1000 Value ETF
IWD
$73.5B
$27.1K 0.01%
127
TPR icon
141
Tapestry
TPR
$30.6B
$25.9K 0.01%
183
VYMI icon
142
Vanguard International High Dividend Yield ETF
VYMI
$18.8B
$25.3K 0.01%
268
ABBV icon
143
AbbVie
ABBV
$364B
$24.8K 0.01%
114
SOXX icon
144
iShares Semiconductor ETF
SOXX
$28.3B
$24.6K 0.01%
75
VPU icon
145
Vanguard Utilities ETF
VPU
$8.66B
$24.6K 0.01%
124
CVX icon
146
Chevron
CVX
$376B
$24.4K 0.01%
118
GDXJ icon
147
VanEck Junior Gold Miners ETF
GDXJ
$9.42B
$24.2K 0.01%
202
NFLX icon
148
Netflix
NFLX
$393B
$24K 0.01%
250
+50
PG icon
149
Procter & Gamble
PG
$332B
$23.7K 0.01%
164
DFEM icon
150
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.57B
$23.6K 0.01%
684
+244