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
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.6K 0.01%
1,116
127
$17K 0.01%
35
128
$16.5K 0.01%
100
-47
129
$16.2K 0.01%
90
+60
130
$15.7K 0.01%
63
+10
131
$15.7K 0.01%
375
-488
132
$15.6K 0.01%
399
-525
133
$15.4K 0.01%
627
-169
134
$15.1K 0.01%
+278
135
$14.5K 0.01%
+840
136
$14.5K 0.01%
+250
137
$14.4K 0.01%
247
138
$14K 0.01%
312
+4
139
$13.7K 0.01%
+81
140
$13K 0.01%
448
141
$12.8K 0.01%
284
142
$12.7K 0.01%
42
143
$12.6K 0.01%
171
+21
144
$12.4K 0.01%
+164
145
$12.2K 0.01%
60
146
$11.6K ﹤0.01%
100
147
$11.1K ﹤0.01%
70
148
$10.8K ﹤0.01%
79
149
$10.7K ﹤0.01%
68
-9
150
$10.6K ﹤0.01%
120
-26
4 5
6
7 8