MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $348M
1-Year Est. Return 12.13%
This Quarter Est. Return
1 Year Est. Return
+12.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.34M
3
+$2.29M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$3.49M
2
+$1.37M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$733K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$176K

Sector Composition

1 Technology 2.15%
2 Financials 0.67%
3 Materials 0.49%
4 Consumer Discretionary 0.4%
5 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.66K ﹤0.01%
+84
202
$6.6K ﹤0.01%
14
203
$6.49K ﹤0.01%
+45
204
$6.39K ﹤0.01%
+298
205
$6.13K ﹤0.01%
96
+20
206
$5.87K ﹤0.01%
+309
207
$5.77K ﹤0.01%
+400
208
$5.76K ﹤0.01%
+153
209
$5.24K ﹤0.01%
+222
210
$5.01K ﹤0.01%
440
+350
211
$4.95K ﹤0.01%
19
+9
212
$4.94K ﹤0.01%
+49
213
$4.92K ﹤0.01%
+100
214
$4.58K ﹤0.01%
10
215
$4.42K ﹤0.01%
+30
216
$4K ﹤0.01%
+200
217
$3.61K ﹤0.01%
200
218
$3.58K ﹤0.01%
+1,000
219
$3.54K ﹤0.01%
+43
220
$3.44K ﹤0.01%
194
221
$3.38K ﹤0.01%
72
222
$3.33K ﹤0.01%
+25
223
$3.24K ﹤0.01%
55
-63
224
$3.15K ﹤0.01%
+15
225
$3K ﹤0.01%
+26
7 8
9
10 11