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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
+54
177
$3K ﹤0.01%
+11
178
$3K ﹤0.01%
+20
179
$3K ﹤0.01%
+13
180
$3K ﹤0.01%
15
181
$3K ﹤0.01%
+84
182
$3K ﹤0.01%
+88
183
$3K ﹤0.01%
+113
184
$3K ﹤0.01%
+6
185
$3K ﹤0.01%
900
186
$2K ﹤0.01%
+10
187
$2K ﹤0.01%
+7
188
$2K ﹤0.01%
+14
189
$2K ﹤0.01%
+8
190
$2K ﹤0.01%
30
191
$2K ﹤0.01%
+28
192
$2K ﹤0.01%
+52
193
$2K ﹤0.01%
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$2K ﹤0.01%
+20
195
$2K ﹤0.01%
+59
196
$2K ﹤0.01%
+40
197
$2K ﹤0.01%
+80
198
$2K ﹤0.01%
+20
199
$2K ﹤0.01%
+9
200
$2K ﹤0.01%
+12
6 7
8
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