MBFW

Morton Brown Family Wealth Portfolio holdings

AUM $329M
1-Year Est. Return 11.38%
This Quarter Est. Return
1 Year Est. Return
+11.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$5.9M
3
+$4.66M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.63M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.3M

Top Sells

1
+$13.9M
2
+$6.85M
3
+$1.5M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$753K
5
BND icon
Vanguard Total Bond Market
BND
+$428K

Sector Composition

1 Technology 1.94%
2 Financials 0.45%
3 Consumer Discretionary 0.33%
4 Materials 0.31%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.67K ﹤0.01%
60
202
$4.32K ﹤0.01%
60
203
$4.18K ﹤0.01%
194
204
$3.86K ﹤0.01%
+95
205
$3.61K ﹤0.01%
+10
206
$3.6K ﹤0.01%
+101
207
$3.55K ﹤0.01%
+18
208
$3.38K ﹤0.01%
+153
209
$3.17K ﹤0.01%
10
210
$3.14K ﹤0.01%
+100
211
$3.06K ﹤0.01%
60
212
$2.89K ﹤0.01%
169
213
$2.83K ﹤0.01%
+25
214
$2.81K ﹤0.01%
+10
215
$2.75K ﹤0.01%
10
216
$2.75K ﹤0.01%
+103
217
$2.73K ﹤0.01%
+18
218
$2.65K ﹤0.01%
+113
219
$2.64K ﹤0.01%
400
220
$2.59K ﹤0.01%
28
221
$2.42K ﹤0.01%
12
222
$2.14K ﹤0.01%
+35
223
$2.07K ﹤0.01%
19
224
$2.07K ﹤0.01%
+36
225
$2.05K ﹤0.01%
+50
7 8
9
10 11