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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.5K 0.01%
+645
127
$32.4K 0.01%
1,158
+6
128
$32.3K 0.01%
+189
129
$31.2K 0.01%
200
130
$30.4K 0.01%
276
131
$28.9K 0.01%
314
132
$28.6K 0.01%
171
+53
133
$25.9K 0.01%
100
134
$25.6K 0.01%
207
135
$24K 0.01%
+120
136
$23.9K 0.01%
127
137
$23.3K 0.01%
408
+1
138
$22.7K 0.01%
62
-108
139
$22.1K 0.01%
+47
140
$21.7K 0.01%
40
141
$21.5K 0.01%
281
142
$21.4K 0.01%
204
+126
143
$21K 0.01%
+100
144
$20.8K 0.01%
627
145
$20.7K 0.01%
+209
146
$20.4K 0.01%
218
+205
147
$20.4K 0.01%
367
148
$19.8K 0.01%
150
+50
149
$19.6K 0.01%
21
+6
150
$19.1K 0.01%
+558
4 5
6
7 8