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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.9K 0.01%
334
152
$16.7K 0.01%
900
153
$16.6K 0.01%
+157
154
$16.5K 0.01%
+300
155
$16.2K 0.01%
+200
156
$16.1K 0.01%
+104
157
$16.1K 0.01%
1,116
158
$16K 0.01%
308
-367
159
$15.6K 0.01%
133
+55
160
$14.8K 0.01%
+37
161
$14.4K 0.01%
85
+50
162
$14.4K 0.01%
+75
163
$14.4K 0.01%
+300
164
$14.2K 0.01%
247
165
$13.4K 0.01%
261
-357
166
$13.3K 0.01%
146
+26
167
$13.3K 0.01%
+308
168
$13K 0.01%
+448
169
$12.4K 0.01%
35
170
$12.3K 0.01%
53
171
$11.7K 0.01%
151
+91
172
$11.5K 0.01%
77
+9
173
$11.5K 0.01%
+60
174
$11.3K 0.01%
284
+30
175
$11.1K ﹤0.01%
42
5 6
7
8 9