MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.2K 0.01%
407
127
$24.1K 0.01%
127
+19
128
$23.6K 0.01%
136
129
$23.5K 0.01%
40
130
$23.1K 0.01%
211
131
$21.1K 0.01%
367
132
$20K 0.01%
35
133
$19.9K 0.01%
247
134
$19.7K 0.01%
+100
135
$19K 0.01%
150
136
$19K 0.01%
300
137
$18.9K 0.01%
239
+50
138
$18.7K 0.01%
1,116
139
$18K 0.01%
394
+75
140
$17.4K 0.01%
407
+4
141
$17.2K 0.01%
+100
142
$16.9K 0.01%
+104
143
$16.6K 0.01%
63
-10
144
$16.3K 0.01%
60
145
$15.7K 0.01%
272
+200
146
$15.7K 0.01%
627
147
$15.6K 0.01%
+75
148
$14.9K 0.01%
+66
149
$13.7K ﹤0.01%
100
150
$13.7K ﹤0.01%
100
4 5
6
7 8