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
$129M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.1M
3
+$1.47M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$780K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$608K

Top Sells

1
+$242K
2
+$230K
3
+$136K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$62.1K
5
IYW icon
iShares US Technology ETF
IYW
+$62K

Sector Composition

1 Technology 1.74%
2 Financials 0.6%
3 Consumer Discretionary 0.51%
4 Healthcare 0.42%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+12
202
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20
203
$2K ﹤0.01%
200
204
$2K ﹤0.01%
+17
205
$2K ﹤0.01%
+28
206
$2K ﹤0.01%
+46
207
$2K ﹤0.01%
+157
208
$2K ﹤0.01%
+50
209
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+13
210
$2K ﹤0.01%
+2
211
$2K ﹤0.01%
75
212
$2K ﹤0.01%
200
+91
213
$2K ﹤0.01%
+14
214
$2K ﹤0.01%
+10
215
$1K ﹤0.01%
+5
216
$1K ﹤0.01%
+7
217
$1K ﹤0.01%
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218
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+4
219
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+6
220
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+1
221
$1K ﹤0.01%
32
-5
222
$1K ﹤0.01%
+19
223
$1K ﹤0.01%
+5
224
$1K ﹤0.01%
100
225
$1K ﹤0.01%
33
7 8
9
10 11