MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.1K ﹤0.01%
164
152
$13K ﹤0.01%
590
+102
153
$12.9K ﹤0.01%
45
154
$12.7K ﹤0.01%
700
-700
155
$12.6K ﹤0.01%
219
+72
156
$12.3K ﹤0.01%
118
157
$12K ﹤0.01%
47
158
$11.7K ﹤0.01%
401
159
$11.7K ﹤0.01%
70
160
$11.5K ﹤0.01%
42
161
$11.5K ﹤0.01%
79
162
$10.8K ﹤0.01%
+40
163
$10.6K ﹤0.01%
15
164
$10.6K ﹤0.01%
216
165
$10.3K ﹤0.01%
85
166
$10.2K ﹤0.01%
38
167
$10.1K ﹤0.01%
344
168
$10K ﹤0.01%
68
169
$9.69K ﹤0.01%
+232
170
$9.6K ﹤0.01%
156
171
$9.48K ﹤0.01%
354
172
$9.43K ﹤0.01%
402
+400
173
$9.05K ﹤0.01%
175
+75
174
$8.55K ﹤0.01%
+93
175
$8.38K ﹤0.01%
174
-486
5 6
7
8 9