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
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11K ﹤0.01%
+100
177
$10.9K ﹤0.01%
70
178
$10.8K ﹤0.01%
+250
179
$10.7K ﹤0.01%
79
+1
180
$10.4K ﹤0.01%
150
+120
181
$9.98K ﹤0.01%
+236
182
$9.6K ﹤0.01%
+156
183
$9.56K ﹤0.01%
+61
184
$9.28K ﹤0.01%
+81
185
$9.19K ﹤0.01%
38
186
$9.14K ﹤0.01%
98
187
$8.81K ﹤0.01%
+85
188
$8.76K ﹤0.01%
+178
189
$8.68K ﹤0.01%
100
190
$8.3K ﹤0.01%
+115
191
$8.27K ﹤0.01%
354
192
$8.21K ﹤0.01%
+106
193
$8.2K ﹤0.01%
+34
194
$7.98K ﹤0.01%
1,200
195
$7.84K ﹤0.01%
+26
196
$7.35K ﹤0.01%
146
197
$7.3K ﹤0.01%
15
198
$7.01K ﹤0.01%
27
199
$6.68K ﹤0.01%
166
200
$6.67K ﹤0.01%
+71
6 7
8
9 10