MFWP

Mosaic Family Wealth Partners Portfolio holdings

AUM $784M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$58.5M
2 +$41.8M
3 +$23.2M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$18.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.51%
2 Financials 3.47%
3 Consumer Discretionary 2.87%
4 Healthcare 2.66%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32K 0.01%
+16,843