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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.8K ﹤0.01%
401
-376
152
$10.7K ﹤0.01%
85
153
$10.5K ﹤0.01%
1,500
+300
154
$10.4K ﹤0.01%
100
-20
155
$10.4K ﹤0.01%
42
156
$10.2K ﹤0.01%
216
-68
157
$9.97K ﹤0.01%
344
-104
158
$9.8K ﹤0.01%
38
159
$9.65K ﹤0.01%
15
160
$9.35K ﹤0.01%
488
+1
161
$9.15K ﹤0.01%
156
162
$9.1K ﹤0.01%
78
163
$9.05K ﹤0.01%
354
164
$7.97K ﹤0.01%
147
165
$7.92K ﹤0.01%
27
166
$7.77K ﹤0.01%
50
167
$7.59K ﹤0.01%
+47
168
$7.19K ﹤0.01%
250
+4
169
$7.07K ﹤0.01%
14
170
$6.41K ﹤0.01%
34
171
$5.77K ﹤0.01%
49
172
$5.59K ﹤0.01%
120
173
$5.22K ﹤0.01%
27
174
$5.18K ﹤0.01%
64
+4
175
$4.68K ﹤0.01%
+60
5 6
7
8 9