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
$242M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$2.72M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.49M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.03M

Top Sells

1
+$7.01M
2
+$2.53M
3
+$490K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$472K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$387K

Sector Composition

1 Technology 1.84%
2 Financials 0.47%
3 Consumer Discretionary 0.33%
4 Materials 0.29%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5.25K ﹤0.01%
27
-300
177
$5.07K ﹤0.01%
49
178
$5.04K ﹤0.01%
+15
179
$4.04K ﹤0.01%
+23
180
$3.79K ﹤0.01%
194
181
$3.47K ﹤0.01%
10
182
$3.18K ﹤0.01%
169
183
$2.79K ﹤0.01%
10
-9
184
$2.78K ﹤0.01%
+34
185
$2.63K ﹤0.01%
20
186
$2.61K ﹤0.01%
5
187
$2.49K ﹤0.01%
23
-3
188
$2.48K ﹤0.01%
28
189
$2.48K ﹤0.01%
12
190
$2.32K ﹤0.01%
5
191
$2.11K ﹤0.01%
16
-400
192
$1.77K ﹤0.01%
10
193
$1.65K ﹤0.01%
9
194
$1.51K ﹤0.01%
3
195
$1.21K ﹤0.01%
32
196
$1.2K ﹤0.01%
58
197
$1.11K ﹤0.01%
8
198
$909 ﹤0.01%
83
199
$860 ﹤0.01%
+56
200
$786 ﹤0.01%
90
-350
6 7
8
9 10