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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.1K 0.01%
155
+37
152
$17.9K 0.01%
244
+124
153
$17.9K 0.01%
211
154
$17.9K 0.01%
150
155
$17.9K 0.01%
+135
156
$17.8K 0.01%
1,116
157
$17.3K 0.01%
615
-3,936
158
$17K 0.01%
413
+3
159
$16.3K 0.01%
182
+166
160
$16.3K 0.01%
63
161
$16.2K 0.01%
+548
162
$16.1K 0.01%
60
+18
163
$15.9K 0.01%
+582
164
$15.7K 0.01%
247
165
$14.9K 0.01%
+47
166
$14.7K 0.01%
324
-51
167
$14.7K 0.01%
100
168
$14.3K ﹤0.01%
47
169
$14.1K ﹤0.01%
+75
170
$13.9K ﹤0.01%
+251
171
$13.8K ﹤0.01%
326
+3
172
$13.6K ﹤0.01%
66
173
$13.5K ﹤0.01%
164
174
$13K ﹤0.01%
76
+16
175
$12.9K ﹤0.01%
48
+8
5 6
7
8 9