MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $378M
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$960K
3
+$867K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$492K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$150K

Top Sells

1
+$2.43M
2
+$773K
3
+$234K
4
AVGO icon
Broadcom
AVGO
+$224K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$223K

Sector Composition

1 Technology 1.96%
2 Financials 0.36%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.3K ﹤0.01%
119
177
$11.9K ﹤0.01%
181
178
$11.8K ﹤0.01%
450
179
$11.4K ﹤0.01%
79
180
$10.9K ﹤0.01%
106
181
$10.8K ﹤0.01%
67
182
$10.7K ﹤0.01%
72
+1
183
$10.3K ﹤0.01%
354
184
$10.1K ﹤0.01%
45
185
$9.95K ﹤0.01%
42
-18
186
$9.9K ﹤0.01%
82
187
$9.8K ﹤0.01%
100
188
$9.6K ﹤0.01%
258
+2
189
$9.21K ﹤0.01%
27
190
$9.14K ﹤0.01%
+100
191
$9.12K ﹤0.01%
+50
192
$9.02K ﹤0.01%
200
193
$9.02K ﹤0.01%
64
194
$8.82K ﹤0.01%
85
195
$8.74K ﹤0.01%
60
196
$8.39K ﹤0.01%
100
-82
197
$8.38K ﹤0.01%
100
198
$8.28K ﹤0.01%
154
199
$7.98K ﹤0.01%
+116
200
$7.94K ﹤0.01%
20
6 7
8
9 10