MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$4.36M
3
+$1.28M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.2M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.14M

Top Sells

1
+$2.83M
2
+$381K
3
+$357K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$350K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$342K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Energy 0.29%
4 Industrials 0.27%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.87K ﹤0.01%
10
152
$4.34K ﹤0.01%
76
153
$4.08K ﹤0.01%
60
154
$3.23K ﹤0.01%
194
155
$3.22K ﹤0.01%
72
156
$2.3K ﹤0.01%
10
157
$2.3K ﹤0.01%
20
158
$2.13K ﹤0.01%
200
159
$2.02K ﹤0.01%
83
160
$2K ﹤0.01%
5
161
$1.91K ﹤0.01%
30
162
$1.86K ﹤0.01%
5
163
$1.74K ﹤0.01%
12
164
$1.66K ﹤0.01%
12
165
$1.65K ﹤0.01%
16
166
$1.53K ﹤0.01%
3
167
$1.52K ﹤0.01%
37
168
$1.37K ﹤0.01%
36
-13
169
$1.33K ﹤0.01%
9
170
$1.11K ﹤0.01%
10
171
$977 ﹤0.01%
90
172
$945 ﹤0.01%
25
173
$295 ﹤0.01%
20
174
$264 ﹤0.01%
100
175
$112 ﹤0.01%
254
4 5 6
7
8