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

Top Buys

1
+$3.96M
2
+$2.03M
3
+$1.68M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$962K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K

Top Sells

1
+$1.55M
2
+$388K
3
+$329K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$285K
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%
70
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6
-7
128
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30
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254
130
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25
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132
$1K ﹤0.01%
6
133
$1K ﹤0.01%
109
134
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37
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$1K ﹤0.01%
100
136
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100
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$0 ﹤0.01%
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4 5
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