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
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.3K ﹤0.01%
236
177
$12.2K ﹤0.01%
119
178
$12.1K ﹤0.01%
67
179
$12.1K ﹤0.01%
401
180
$12K ﹤0.01%
82
181
$12K ﹤0.01%
+40
182
$11.9K ﹤0.01%
450
183
$11.6K ﹤0.01%
216
184
$11.4K ﹤0.01%
107
185
$11K ﹤0.01%
70
186
$10.9K ﹤0.01%
181
-38
187
$10.7K ﹤0.01%
30
188
$10.5K ﹤0.01%
38
189
$10.1K ﹤0.01%
344
190
$9.98K ﹤0.01%
+81
191
$9.98K ﹤0.01%
79
192
$9.93K ﹤0.01%
106
193
$9.79K ﹤0.01%
354
194
$9.67K ﹤0.01%
31
+17
195
$9.38K ﹤0.01%
71
-1
196
$9.33K ﹤0.01%
+100
197
$9.26K ﹤0.01%
200
198
$9.13K ﹤0.01%
85
199
$9.03K ﹤0.01%
82
200
$8.93K ﹤0.01%
45
6 7
8
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