Morton Brown Family Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.47M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.21M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.4M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.05M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$898K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Global REIT ETF
REET
|
+$652K |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$507K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$409K |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$327K |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$244K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.44% |
| 2 | Consumer Discretionary | 0.46% |
| 3 | Financials | 0.46% |
| 4 | Energy | 0.36% |
| 5 | Industrials | 0.32% |
Similar funds
Morton Brown Family Wealth's Q4 2022 Portfolio in Review
As of Q4 2022, Morton Brown Family Wealth held 227 positions worth $147M, up 17% from $125M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Morton Brown Family Wealth deployed $12.3M of net new capital in Q4 2022, opening 11 new positions and adding to 30 existing holdings. Its largest new stake was iShares 3-7 Year Treasury Bond ETF: 2,472 shares worth $284K.
By sector, the portfolio is most concentrated in Technology at 1.4% of assets, down from 1.7% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was iShares Global REIT ETF, an estimated $652K trimmed.
- Morton Brown Family Wealth's largest Q4 2022 buy was iShares 3-7 Year Treasury Bond ETF: 2,472 shares worth $284K.
- Morton Brown Family Wealth added most to Schwab US Broad Market ETF in Q4 2022, an estimated $2.47M increase.
- Morton Brown Family Wealth's biggest Q4 2022 reduction was iShares Global REIT ETF, cutting an estimated $652K.
- Morton Brown Family Wealth fully exited Home Depot in Q4 2022, selling an estimated $41K.
- Morton Brown Family Wealth's ten largest holdings make up 72% of its $147M portfolio in Q4 2022.
- Morton Brown Family Wealth opened 11 new positions and closed 70 in Q4 2022.
- Morton Brown Family Wealth's portfolio value rose 17% quarter-over-quarter to $147M.
Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.