MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.01%
459
127
$32.7K 0.01%
1,348
-93
128
$30.7K 0.01%
1,158
129
$30.5K 0.01%
211
130
$28.8K 0.01%
314
131
$28.1K 0.01%
210
132
$27.9K 0.01%
276
133
$26.5K 0.01%
40
134
$24.7K 0.01%
207
135
$24.7K 0.01%
127
136
$24.5K 0.01%
171
137
$23.9K 0.01%
47
138
$23.3K 0.01%
44
-3
139
$23.2K 0.01%
408
140
$22.9K 0.01%
627
141
$22.7K 0.01%
62
142
$20.7K 0.01%
209
143
$19.9K 0.01%
150
144
$19.4K 0.01%
1,116
145
$19.2K 0.01%
205
-13
146
$19K 0.01%
135
-20
147
$18.6K 0.01%
100
148
$18.4K 0.01%
135
149
$18.3K 0.01%
204
150
$18.2K 0.01%
60
+48
4 5
6
7 8