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
$287M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.06M
3
+$1.33M
4
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$1.27M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.19M

Top Sells

1
+$1.18M
2
+$551K
3
+$476K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$360K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$311K

Sector Composition

1 Technology 2.2%
2 Financials 0.45%
3 Consumer Discretionary 0.31%
4 Materials 0.29%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$31.5K 0.01%
1,152
127
$30.8K 0.01%
334
128
$30K 0.01%
52
129
$25.8K 0.01%
314
130
$24.9K 0.01%
40
131
$23.6K 0.01%
207
132
$23.5K 0.01%
127
133
$23.4K 0.01%
407
134
$22.8K 0.01%
136
135
$21.5K 0.01%
281
+42
136
$21K 0.01%
+39
137
$19.7K 0.01%
150
138
$19.1K 0.01%
1,116
139
$18.2K 0.01%
211
140
$18.1K 0.01%
125
-125
141
$17.8K 0.01%
410
+3
142
$17.7K 0.01%
627
143
$17.7K 0.01%
367
144
$17.1K 0.01%
118
+50
145
$16.9K 0.01%
247
146
$16.6K 0.01%
63
147
$16.4K 0.01%
100
148
$15.9K 0.01%
+150
149
$15.5K 0.01%
47
150
$15.4K 0.01%
323
-71
4 5
6
7 8