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
$378M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Sells

1 +$132K
2 +$104K
3 +$82.4K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$70.1K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$63.7K

Sector Composition

1 Technology 1.81%
2 Financials 0.37%
3 Industrials 0.3%
4 Consumer Discretionary 0.28%
5 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISRG icon
201
Intuitive Surgical
ISRG
$172B
$8.3K ﹤0.01%
18
SAP icon
202
SAP
SAP
$206B
$8.22K ﹤0.01%
48
CRM icon
203
Salesforce
CRM
$156B
$8.21K ﹤0.01%
44
DELL icon
204
Dell
DELL
$140B
$8.21K ﹤0.01%
50
SOLV icon
205
Solventum
SOLV
$12.1B
$8.16K ﹤0.01%
125
WFC icon
206
Wells Fargo
WFC
$251B
$7.96K ﹤0.01%
100
FCX icon
207
Freeport-McMoran
FCX
$101B
$7.93K ﹤0.01%
135
STIP icon
208
iShares 0-5 Year TIPS Bond ETF
STIP
$14.9B
$7.86K ﹤0.01%
76
-29
SHM icon
209
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.43B
$7.8K ﹤0.01%
163
IBKR icon
210
Interactive Brokers
IBKR
$35B
$7.78K ﹤0.01%
116
IBIT icon
211
iShares Bitcoin Trust
IBIT
$62.9B
$7.68K ﹤0.01%
200
T icon
212
AT&T
T
$176B
$7.65K ﹤0.01%
264
+1
XLF icon
213
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$7.59K ﹤0.01%
154
VCR icon
214
Vanguard Consumer Discretionary ETF
VCR
$6.19B
$7.22K ﹤0.01%
20
UBER icon
215
Uber
UBER
$156B
$7.19K ﹤0.01%
100
KO icon
216
Coca-Cola
KO
$324B
$6.46K ﹤0.01%
85
UTG icon
217
Reaves Utility Income Fund
UTG
$3.79B
$6.28K ﹤0.01%
160
+3
FRPT icon
218
Freshpet
FRPT
$3.27B
$5.9K ﹤0.01%
100
HSY icon
219
Hershey
HSY
$38.3B
$5.61K ﹤0.01%
27
V icon
220
Visa
V
$598B
$5.44K ﹤0.01%
18
FPEI icon
221
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$5.42K ﹤0.01%
285
CI icon
222
Cigna
CI
$73.7B
$5.41K ﹤0.01%
20
GH icon
223
Guardant Health
GH
$11.9B
$5.36K ﹤0.01%
58
UBSI icon
224
United Bankshares
UBSI
$6.09B
$5.14K ﹤0.01%
124
BROS icon
225
Dutch Bros
BROS
$7.08B
$5.07K ﹤0.01%
100