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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K ﹤0.01%
+89
152
$4K ﹤0.01%
+30
153
$4K ﹤0.01%
101
154
$4K ﹤0.01%
30
155
$3K ﹤0.01%
+249
156
$3K ﹤0.01%
47
157
$3K ﹤0.01%
89
+71
158
$3K ﹤0.01%
75
-84
159
$3K ﹤0.01%
32
-26
160
$3K ﹤0.01%
+167
161
$3K ﹤0.01%
83
162
$3K ﹤0.01%
+72
163
$3K ﹤0.01%
69
-13
164
$3K ﹤0.01%
+84
165
$3K ﹤0.01%
102
+56
166
$2K ﹤0.01%
21
+8
167
$2K ﹤0.01%
30
168
$2K ﹤0.01%
+9
169
$2K ﹤0.01%
+8
170
$2K ﹤0.01%
+48
171
$2K ﹤0.01%
49
-741
172
$2K ﹤0.01%
80
173
$2K ﹤0.01%
9
174
$2K ﹤0.01%
+42
175
$2K ﹤0.01%
+14
5 6
7
8 9