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
$132M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2M
3
+$1.7M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$970K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$964K

Top Sells

1
+$1.62M
2
+$391K
3
+$334K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$289K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Sector Composition

1 Technology 2.22%
2 Financials 0.68%
3 Consumer Discretionary 0.55%
4 Industrials 0.43%
5 Healthcare 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
254
127
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6
-7
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70
130
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75
132
$1K ﹤0.01%
25
133
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100
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6
135
$1K ﹤0.01%
33
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100
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