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
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.98K ﹤0.01%
85
152
$9.93K ﹤0.01%
78
-100
153
$9.91K ﹤0.01%
38
154
$9.88K ﹤0.01%
80
-53
155
$9.69K ﹤0.01%
+38
156
$9.24K ﹤0.01%
156
157
$9.23K ﹤0.01%
98
158
$9.11K ﹤0.01%
150
159
$8.97K ﹤0.01%
354
160
$8.57K ﹤0.01%
487
-2,135
161
$8.19K ﹤0.01%
+78
162
$7.91K ﹤0.01%
50
-11
163
$7.72K ﹤0.01%
+152
164
$7.63K ﹤0.01%
27
165
$7.58K ﹤0.01%
147
-187
166
$7.33K ﹤0.01%
149
+77
167
$7.26K ﹤0.01%
14
168
$6.85K ﹤0.01%
+80
169
$6.77K ﹤0.01%
246
-7,615
170
$6.54K ﹤0.01%
96
171
$6.43K ﹤0.01%
1,200
172
$6.21K ﹤0.01%
34
-51
173
$6.01K ﹤0.01%
+120
174
$5.47K ﹤0.01%
222
175
$5.46K ﹤0.01%
60
-91
5 6
7
8 9