MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.8K 0.01%
314
127
$29.7K 0.01%
891
+490
128
$28.2K 0.01%
207
129
$27.9K 0.01%
250
130
$27.1K 0.01%
44
131
$26.8K 0.01%
150
132
$26.6K 0.01%
1,044
-304
133
$25.9K 0.01%
127
134
$23.9K 0.01%
39
-81
135
$23.2K 0.01%
100
136
$22.7K 0.01%
+268
137
$20.9K 0.01%
627
138
$20.9K 0.01%
1,116
139
$20.6K 0.01%
182
140
$20.3K 0.01%
75
141
$20.2K 0.01%
+80
142
$19.2K 0.01%
421
+4
143
$18.3K 0.01%
118
-53
144
$18.2K 0.01%
150
145
$18K 0.01%
150
-60
146
$16.9K ﹤0.01%
37
-10
147
$16.8K ﹤0.01%
178
-26
148
$16.8K ﹤0.01%
191
149
$16.2K ﹤0.01%
40
-22
150
$16.2K ﹤0.01%
100
4 5
6
7 8