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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
150
+50
127
$21.8K 0.01%
211
128
$19.6K 0.01%
108
129
$18.5K 0.01%
367
-5
130
$18.4K 0.01%
675
131
$18.3K 0.01%
+795
132
$18.2K 0.01%
73
+10
133
$17.4K 0.01%
1,116
134
$17.1K 0.01%
403
+4
135
$17.1K 0.01%
60
136
$16.7K 0.01%
35
137
$16.6K 0.01%
247
138
$15.8K 0.01%
375
139
$15.4K 0.01%
627
140
$15.2K 0.01%
278
141
$15K 0.01%
300
142
$14.8K 0.01%
45
+30
143
$14.3K 0.01%
189
+18
144
$14.2K 0.01%
319
+7
145
$12.4K ﹤0.01%
118
+20
146
$12.3K ﹤0.01%
164
147
$11.9K ﹤0.01%
100
148
$11.6K ﹤0.01%
70
149
$11.3K ﹤0.01%
79
150
$11K ﹤0.01%
68
4 5
6
7 8