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
$329M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.28M
3
+$2.23M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.59M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.3M

Top Sells

1
+$3.6M
2
+$462K
3
+$214K
4
AVGO icon
Broadcom
AVGO
+$203K
5
IDCC icon
InterDigital
IDCC
+$106K

Sector Composition

1 Technology 1.93%
2 Financials 0.42%
3 Industrials 0.26%
4 Healthcare 0.25%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.76K ﹤0.01%
156
202
$8.69K ﹤0.01%
256
+2
203
$8.44K ﹤0.01%
120
204
$8.1K ﹤0.01%
64
-68
205
$8.05K ﹤0.01%
154
206
$8.01K ﹤0.01%
100
207
$7.88K ﹤0.01%
27
208
$7.8K ﹤0.01%
163
-11
209
$7.71K ﹤0.01%
73
210
$7.7K ﹤0.01%
34
211
$7.57K ﹤0.01%
262
+1
212
$7.25K ﹤0.01%
20
213
$7K ﹤0.01%
32
214
$6.8K ﹤0.01%
84
215
$6.8K ﹤0.01%
100
216
$6.7K ﹤0.01%
20
217
$6.64K ﹤0.01%
+150
218
$6.57K ﹤0.01%
259
-1,495
219
$6.54K ﹤0.01%
45
220
$6.33K ﹤0.01%
16
221
$6.3K ﹤0.01%
8
222
$6.14K ﹤0.01%
60
223
$6.13K ﹤0.01%
+50
224
$6.07K ﹤0.01%
38
225
$6.03K ﹤0.01%
139
7 8
9
10 11