MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.1K ﹤0.01%
334
+4
152
$15.6K ﹤0.01%
98
-37
153
$15.6K ﹤0.01%
212
-40
154
$15.5K ﹤0.01%
100
155
$15.2K ﹤0.01%
182
-94
156
$15K ﹤0.01%
195
-49
157
$14.9K ﹤0.01%
164
158
$14.6K ﹤0.01%
49
+11
159
$14.5K ﹤0.01%
34
-13
160
$14.3K ﹤0.01%
251
161
$14.2K ﹤0.01%
324
162
$14.1K ﹤0.01%
440
163
$13.6K ﹤0.01%
81
164
$13.4K ﹤0.01%
100
-35
165
$13.3K ﹤0.01%
40
-8
166
$13.3K ﹤0.01%
157
-385
167
$13.1K ﹤0.01%
236
168
$13K ﹤0.01%
200
-1
169
$12.9K ﹤0.01%
60
-16
170
$12.8K ﹤0.01%
48
-12
171
$12.6K ﹤0.01%
82
172
$12.5K ﹤0.01%
40
173
$12.4K ﹤0.01%
107
174
$12.4K ﹤0.01%
216
175
$12.4K ﹤0.01%
70
5 6
7
8 9