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
+$8.17M
2
+$2.11M
3
+$1.35M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$703K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$587K

Top Sells

1
+$223K
2
+$209K
3
+$136K
4
IYW icon
iShares US Technology ETF
IYW
+$62K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$61.9K

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%
+17
202
$2K ﹤0.01%
+28
203
$2K ﹤0.01%
+46
204
$2K ﹤0.01%
+157
205
$2K ﹤0.01%
+50
206
$2K ﹤0.01%
+13
207
$2K ﹤0.01%
+2
208
$2K ﹤0.01%
75
209
$2K ﹤0.01%
200
+91
210
$2K ﹤0.01%
+20
211
$2K ﹤0.01%
+9
212
$2K ﹤0.01%
+7
213
$2K ﹤0.01%
+14
214
$2K ﹤0.01%
+10
215
$1K ﹤0.01%
+14
216
$1K ﹤0.01%
+13
217
$1K ﹤0.01%
+20
218
$1K ﹤0.01%
+13
219
$1K ﹤0.01%
+18
220
$1K ﹤0.01%
+4
221
$1K ﹤0.01%
25
222
$1K ﹤0.01%
+9
223
$1K ﹤0.01%
+6
224
$1K ﹤0.01%
+9
225
$1K ﹤0.01%
+5
7 8
9
10 11