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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.1M
3
+$1.47M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$780K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$608K

Top Sells

1
+$242K
2
+$230K
3
+$136K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$62.1K
5
IYW icon
iShares US Technology ETF
IYW
+$62K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+189
152
$5K ﹤0.01%
+104
153
$5K ﹤0.01%
+10
154
$5K ﹤0.01%
34
-113
155
$4K ﹤0.01%
+47
156
$4K ﹤0.01%
+57
157
$4K ﹤0.01%
+36
158
$4K ﹤0.01%
+41
159
$4K ﹤0.01%
+73
160
$4K ﹤0.01%
+21
161
$4K ﹤0.01%
+47
162
$4K ﹤0.01%
+88
163
$4K ﹤0.01%
+46
164
$4K ﹤0.01%
+16
165
$4K ﹤0.01%
+57
166
$4K ﹤0.01%
+101
167
$4K ﹤0.01%
+73
168
$4K ﹤0.01%
+149
169
$4K ﹤0.01%
74
170
$4K ﹤0.01%
376
+97
171
$4K ﹤0.01%
+53
172
$4K ﹤0.01%
+196
173
$4K ﹤0.01%
+34
174
$3K ﹤0.01%
+20
175
$3K ﹤0.01%
150
5 6
7
8 9