MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
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
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

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%
+10
152
$5K ﹤0.01%
+61
153
$5K ﹤0.01%
34
-113
154
$5K ﹤0.01%
+48
155
$4K ﹤0.01%
+47
156
$4K ﹤0.01%
+36
157
$4K ﹤0.01%
+41
158
$4K ﹤0.01%
+73
159
$4K ﹤0.01%
+21
160
$4K ﹤0.01%
+47
161
$4K ﹤0.01%
+88
162
$4K ﹤0.01%
+46
163
$4K ﹤0.01%
+16
164
$4K ﹤0.01%
+53
165
$4K ﹤0.01%
+57
166
$4K ﹤0.01%
+101
167
$4K ﹤0.01%
+196
168
$4K ﹤0.01%
+34
169
$4K ﹤0.01%
+57
170
$4K ﹤0.01%
+82
171
$4K ﹤0.01%
+149
172
$4K ﹤0.01%
74
173
$4K ﹤0.01%
376
+97
174
$3K ﹤0.01%
+32
175
$3K ﹤0.01%
+23
5 6
7
8 9