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
$187M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$5.78M
3
+$1.99M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.89M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.23M

Top Sells

1
+$1.93M
2
+$496K
3
+$438K
4
CMA icon
Comerica
CMA
+$237K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$205K

Sector Composition

1 Technology 1.5%
2 Consumer Discretionary 0.38%
3 Energy 0.27%
4 Industrials 0.26%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.37K ﹤0.01%
98
127
$8.21K ﹤0.01%
271
+5
128
$8.08K ﹤0.01%
78
-24
129
$8.08K ﹤0.01%
15
130
$7.92K ﹤0.01%
354
131
$7.34K ﹤0.01%
146
132
$7.11K ﹤0.01%
118
-42
133
$6.74K ﹤0.01%
27
134
$6.73K ﹤0.01%
166
135
$6.61K ﹤0.01%
15
-9
136
$6.58K ﹤0.01%
100
137
$6.22K ﹤0.01%
14
138
$6.06K ﹤0.01%
380
+1
139
$5.96K ﹤0.01%
82
140
$5.81K ﹤0.01%
27
141
$5.61K ﹤0.01%
35
142
$5.29K ﹤0.01%
59
143
$4.87K ﹤0.01%
60
144
$4.63K ﹤0.01%
76
145
$4.47K ﹤0.01%
10
-4
146
$3.73K ﹤0.01%
72
147
$3.26K ﹤0.01%
194
148
$2.55K ﹤0.01%
200
149
$2.45K ﹤0.01%
20
150
$2.38K ﹤0.01%
10
-29
4 5
6
7 8