MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+80
127
$7K 0.01%
+354
128
$7K 0.01%
+47
129
$7K 0.01%
166
130
$7K 0.01%
+38
131
$6K ﹤0.01%
+181
132
$6K ﹤0.01%
+126
133
$6K ﹤0.01%
82
134
$6K ﹤0.01%
81
+9
135
$6K ﹤0.01%
393
136
$6K ﹤0.01%
+73
137
$6K ﹤0.01%
+29
138
$6K ﹤0.01%
+118
139
$6K ﹤0.01%
+95
140
$6K ﹤0.01%
+37
141
$6K ﹤0.01%
35
142
$6K ﹤0.01%
+151
143
$6K ﹤0.01%
231
-1,446
144
$5K ﹤0.01%
+53
145
$5K ﹤0.01%
+123
146
$5K ﹤0.01%
30
147
$5K ﹤0.01%
+189
148
$5K ﹤0.01%
+104
149
$5K ﹤0.01%
100
150
$5K ﹤0.01%
+109
4 5
6
7 8