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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
146
127
$7K 0.01%
+111
128
$7K 0.01%
89
+3
129
$7K 0.01%
354
130
$7K 0.01%
166
131
$7K 0.01%
+148
132
$7K 0.01%
38
133
$6K ﹤0.01%
142
+16
134
$6K ﹤0.01%
82
135
$6K ﹤0.01%
27
-7
136
$6K ﹤0.01%
27
-2
137
$6K ﹤0.01%
89
+32
138
$6K ﹤0.01%
198
+148
139
$5K ﹤0.01%
100
140
$5K ﹤0.01%
+361
141
$5K ﹤0.01%
10
142
$5K ﹤0.01%
40
+5
143
$5K ﹤0.01%
35
+1
144
$5K ﹤0.01%
+403
145
$5K ﹤0.01%
34
+24
146
$5K ﹤0.01%
+38
147
$5K ﹤0.01%
59
-27
148
$4K ﹤0.01%
30
+7
149
$4K ﹤0.01%
+41
150
$4K ﹤0.01%
15
4 5
6
7 8