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
$147M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.21M
3
+$1.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.05M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$898K

Top Sells

1
+$652K
2
+$507K
3
+$409K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$327K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$244K

Sector Composition

1 Technology 1.44%
2 Consumer Discretionary 0.46%
3 Financials 0.46%
4 Energy 0.36%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6
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