Morton Brown Family Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares National Muni Bond ETF
MUB
|
+$4.07M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$2M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.7M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$970K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$964K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.62M |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$391K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$334K |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$289K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$220K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.22% |
| 2 | Financials | 0.68% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Industrials | 0.43% |
| 5 | Healthcare | 0.35% |
Similar funds
Morton Brown Family Wealth's Q1 2022 Portfolio in Review
As of Q1 2022, Morton Brown Family Wealth held 232 positions worth $132M, up 1.4% from $131M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Morton Brown Family Wealth deployed $7.99M of net new capital in Q1 2022, opening 3 new positions and adding to 26 existing holdings. Its largest new stake was iShares US Technology ETF: 600 shares worth $62K.
By sector, the portfolio is most concentrated in Technology at 2.2% of assets, down from 2.4% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $1.62M trimmed.
- Morton Brown Family Wealth's largest Q1 2022 buy was iShares US Technology ETF: 600 shares worth $62K.
- Morton Brown Family Wealth added most to iShares National Muni Bond ETF in Q1 2022, an estimated $4.07M increase.
- Morton Brown Family Wealth's biggest Q1 2022 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $1.62M.
- Morton Brown Family Wealth fully exited iShares Core S&P 500 ETF in Q1 2022, selling an estimated $220K.
- Morton Brown Family Wealth's ten largest holdings make up 73% of its $132M portfolio in Q1 2022.
- Morton Brown Family Wealth opened 3 new positions and closed 86 in Q1 2022.
- Morton Brown Family Wealth's portfolio value rose 1.4% quarter-over-quarter to $132M.
Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.