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
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Sells

1 +$2.47M
2 +$785K
3 +$254K
4
AVGO icon
Broadcom
AVGO
+$241K
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
STIP icon
176
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$12.3K ﹤0.01%
119
IEMG icon
177
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$11.9K ﹤0.01%
181
VKTX icon
178
Viking Therapeutics
VKTX
$4B
$11.8K ﹤0.01%
450
IBB icon
179
iShares Biotechnology ETF
IBB
$8.76B
$11.4K ﹤0.01%
79
FDIS icon
180
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.95B
$10.9K ﹤0.01%
106
PM icon
181
Philip Morris
PM
$236B
$10.8K ﹤0.01%
67
J icon
182
Jacobs Solutions
J
$16.5B
$10.7K ﹤0.01%
72
+1
SCHV icon
183
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$10.3K ﹤0.01%
354
FTEC icon
184
Fidelity MSCI Information Technology Index ETF
FTEC
$16.9B
$10.1K ﹤0.01%
45
CRM icon
185
Salesforce
CRM
$227B
$9.95K ﹤0.01%
42
-18
IVW icon
186
iShares S&P 500 Growth ETF
IVW
$66.8B
$9.9K ﹤0.01%
82
UBER icon
187
Uber
UBER
$188B
$9.8K ﹤0.01%
100
PPL icon
188
PPL Corp
PPL
$25.8B
$9.6K ﹤0.01%
258
+2
GD icon
189
General Dynamics
GD
$91.3B
$9.21K ﹤0.01%
27
OTIS icon
190
Otis Worldwide
OTIS
$33.9B
$9.14K ﹤0.01%
+100
PLTR icon
191
Palantir
PLTR
$420B
$9.12K ﹤0.01%
+50
BMY icon
192
Bristol-Myers Squibb
BMY
$104B
$9.02K ﹤0.01%
200
XLK icon
193
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$9.02K ﹤0.01%
32
PRU icon
194
Prudential Financial
PRU
$38.3B
$8.82K ﹤0.01%
85
ANET icon
195
Arista Networks
ANET
$161B
$8.74K ﹤0.01%
60
MRK icon
196
Merck
MRK
$254B
$8.39K ﹤0.01%
100
-82
WFC icon
197
Wells Fargo
WFC
$280B
$8.38K ﹤0.01%
100
XLF icon
198
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$8.28K ﹤0.01%
154
IBKR icon
199
Interactive Brokers
IBKR
$28.9B
$7.98K ﹤0.01%
+116
VCR icon
200
Vanguard Consumer Discretionary ETF
VCR
$6.4B
$7.94K ﹤0.01%
20