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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.5K 0.01%
+2,812
127
$31.7K 0.01%
472
+5
128
$30.7K 0.01%
+60
129
$29.8K 0.01%
45
+30
130
$29K 0.01%
218
-1
131
$26.2K 0.01%
+1,593
132
$24.8K 0.01%
+480
133
$23.3K 0.01%
+100
134
$22K 0.01%
314
135
$22K 0.01%
+64
136
$21.7K 0.01%
522
137
$20.8K 0.01%
126
+18
138
$20.7K 0.01%
178
+100
139
$20K 0.01%
+147
140
$19.7K 0.01%
+51
141
$19.6K 0.01%
796
+169
142
$19.4K 0.01%
40
143
$19.2K 0.01%
33
144
$19.1K 0.01%
+300
145
$19.1K 0.01%
+100
146
$18.2K 0.01%
+1,004
147
$18K 0.01%
211
148
$17.6K 0.01%
+336
149
$17.1K 0.01%
+675
150
$17K 0.01%
+221
4 5
6
7 8