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
$125M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.04M
3
+$1.86M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$538K

Top Sells

1
+$2.33M
2
+$1.01M
3
+$864K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$444K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Technology 1.69%
2 Financials 0.58%
3 Consumer Discretionary 0.48%
4 Industrials 0.36%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
+38
177
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+22
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20
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180
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+57
181
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900
182
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183
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184
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25
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+8
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192
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197
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32
198
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+12
199
$1K ﹤0.01%
+12
200
$1K ﹤0.01%
119
-257
6 7
8
9 10