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
$253M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.78M
3
+$1.51M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.16M

Top Sells

1
+$4.12M
2
+$1.47M
3
+$1.25M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.24M
5
APD icon
Air Products & Chemicals
APD
+$707K

Sector Composition

1 Technology 2.05%
2 Financials 0.44%
3 Consumer Discretionary 0.31%
4 Industrials 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.38K ﹤0.01%
+25
202
$1.31K ﹤0.01%
32
203
$1.3K ﹤0.01%
+20
204
$1.03K ﹤0.01%
8
205
$928 ﹤0.01%
+20
206
$767 ﹤0.01%
90
207
$588 ﹤0.01%
260
208
$544 ﹤0.01%
5
209
$537 ﹤0.01%
5
210
$345 ﹤0.01%
65
211
$344 ﹤0.01%
5
212
$314 ﹤0.01%
2
213
$280 ﹤0.01%
25
214
$157 ﹤0.01%
35
215
$154 ﹤0.01%
20
216
$141 ﹤0.01%
+12
217
$93 ﹤0.01%
1
218
$70 ﹤0.01%
2
219
$30 ﹤0.01%
+8
220
$26 ﹤0.01%
25
221
– –
-6
222
– –
-30
223
– –
-100
224
– –
-1,000
225
– –
-60
6 7 8
9
10