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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.26K ﹤0.01%
194
177
$4.24K ﹤0.01%
+100
178
$4.1K ﹤0.01%
60
-36
179
$4K ﹤0.01%
+50
180
$3.89K ﹤0.01%
10
181
$3.83K ﹤0.01%
+50
182
$3.71K ﹤0.01%
72
-77
183
$3.15K ﹤0.01%
+400
184
$3.1K ﹤0.01%
+104
185
$2.96K ﹤0.01%
+60
186
$2.8K ﹤0.01%
169
187
$2.72K ﹤0.01%
+98
188
$2.69K ﹤0.01%
10
189
$2.61K ﹤0.01%
12
190
$2.53K ﹤0.01%
28
191
$2.23K ﹤0.01%
5
192
$2.06K ﹤0.01%
19
-4
193
$1.99K ﹤0.01%
16
194
$1.97K ﹤0.01%
5
195
$1.81K ﹤0.01%
58
196
$1.67K ﹤0.01%
3
197
$1.67K ﹤0.01%
157
+101
198
$1.55K ﹤0.01%
9
199
$1.52K ﹤0.01%
10
200
$1.48K ﹤0.01%
+12
6 7
8
9 10