MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $367M
1-Year Est. Return 16.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.53%
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
+$4.68M
2
+$2.08M
3
+$2.08M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.22M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$597K

Top Sells

1
+$2.59M
2
+$1.12M
3
+$895K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$479K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$325K

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%
+8
177
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+48
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49
-741
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20
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+12
200
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119
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6 7
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9 10