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
$294M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.7M
3
+$1.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.11M

Top Sells

1
+$753K
2
+$468K
3
+$250K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$182K
5
PPL icon
PPL Corp
PPL
+$180K

Sector Composition

1 Technology 1.9%
2 Financials 0.44%
3 Consumer Discretionary 0.29%
4 Industrials 0.27%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.99K ﹤0.01%
156
202
$8.92K ﹤0.01%
+106
203
$8.61K ﹤0.01%
72
204
$8.32K ﹤0.01%
100
205
$8.28K ﹤0.01%
174
206
$7.88K ﹤0.01%
45
207
$7.75K ﹤0.01%
93
208
$7.65K ﹤0.01%
+154
209
$7.61K ﹤0.01%
82
210
$7.38K ﹤0.01%
261
-100
211
$7.36K ﹤0.01%
27
212
$7.33K ﹤0.01%
+14
213
$7.3K ﹤0.01%
+45
214
$7.18K ﹤0.01%
+100
215
$6.86K ﹤0.01%
84
216
$6.77K ﹤0.01%
147
217
$6.71K ﹤0.01%
56
218
$6.67K ﹤0.01%
+20
219
$6.5K ﹤0.01%
20
220
$6.32K ﹤0.01%
89
+69
221
$6.19K ﹤0.01%
127
222
$6.15K ﹤0.01%
36
223
$6.09K ﹤0.01%
14
224
$6.08K ﹤0.01%
+83
225
$5.96K ﹤0.01%
+16
7 8
9
10 11