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
$196M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.36M
3
+$1.28M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M

Top Sells

1
+$2.83M
2
+$381K
3
+$357K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$350K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Energy 0.29%
4 Industrials 0.27%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.49K ﹤0.01%
70
127
$9.36K ﹤0.01%
120
128
$9.34K ﹤0.01%
78
129
$8.96K ﹤0.01%
380
+2
130
$8.8K ﹤0.01%
254
131
$8.52K ﹤0.01%
42
132
$8.47K ﹤0.01%
15
133
$8.36K ﹤0.01%
78
134
$8.14K ﹤0.01%
38
135
$8K ﹤0.01%
98
136
$7.87K ﹤0.01%
275
+4
137
$7.74K ﹤0.01%
1,200
+200
138
$7.61K ﹤0.01%
354
139
$7.36K ﹤0.01%
146
140
$6.61K ﹤0.01%
118
141
$6.59K ﹤0.01%
100
142
$6.42K ﹤0.01%
166
143
$6.1K ﹤0.01%
14
144
$5.97K ﹤0.01%
27
145
$5.72K ﹤0.01%
381
+1
146
$5.72K ﹤0.01%
82
147
$5.66K ﹤0.01%
15
148
$5.4K ﹤0.01%
27
149
$5.37K ﹤0.01%
35
150
$5.21K ﹤0.01%
59
4 5
6
7 8